BerganKDV Wealth Management’s JBG SMITH JBGS Stock Holding History

BerganKDV Wealth 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	-36	Closed	-$543	–	976
2023 Q1	$543	Buy	+36	New	+$638	﹤0.01%	962

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BerganKDV Wealth Management's JBGS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of JBG SMITH (JBGS) in Q2 2023, closing a stake of 36 shares — an estimated $543 sold.

BerganKDV Wealth Management first reported a position in JBGS in Q1 2023 and held it in 1 quarter. The position peaked at $543 in Q1 2023. 223 funds tracked by Wall St. Rank hold JBGS as of Q2 2023.

BerganKDV Wealth Management reported no remaining JBG SMITH position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 36 JBG SMITH shares in Q2 2023, an estimated $543.
BerganKDV Wealth Management first reported a position in JBG SMITH in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's JBG SMITH position peaked at $543 in Q1 2023.
223 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.