BAM
JBGS

Belpointe Asset Management’s JBG SMITH JBGS Stock Holding History

Belpointe Asset Management’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,497
Closed -$22.5K – 1997
2023
Q1 		$22.5K Buy
1,497
+1,297
+649% +$23K ﹤0.01% 2246
2022
Q4 		$3.8K Buy
+200
New +$3.86K ﹤0.01% 3024

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Belpointe Asset Management's JBGS Position: Q2 2023 in Review

Belpointe Asset Management sold out of JBG SMITH (JBGS) in Q2 2023, closing a stake of 1,497 shares — an estimated $22.5K sold.

Belpointe Asset Management first reported a position in JBGS in Q4 2022 and held it in 2 quarters. The position peaked at $22.5K in Q1 2023. 223 funds tracked by Wall St. Rank hold JBGS as of Q2 2023.

  • Belpointe Asset Management reported no remaining JBG SMITH position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,497 JBG SMITH shares in Q2 2023, an estimated $22.5K.
  • Belpointe Asset Management first reported a position in JBG SMITH in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's JBG SMITH position peaked at $22.5K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.