BGAI
JBGS

Bruce G. Allen Investments’s JBG SMITH JBGS Stock Holding History

Bruce G. Allen Investments’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
2024
Q3 		– Sell
-121
Closed -$1.84K – 1124
2024
Q2 		$1.84K Hold
121
– – ﹤0.01% 697
2024
Q1 		$1.94K Hold
121
– – ﹤0.01% 709
2023
Q4 		$2.06K Buy
+121
New +$1.76K ﹤0.01% 733

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bruce G. Allen Investments's JBGS Position: Q3 2024 in Review

Bruce G. Allen Investments sold out of JBG SMITH (JBGS) in Q3 2024, closing a stake of 121 shares — an estimated $1.84K sold.

Bruce G. Allen Investments first reported a position in JBGS in Q4 2023 and held it in 3 quarters. The position peaked at $2.06K in Q4 2023. 214 funds tracked by Wall St. Rank hold JBGS as of Q3 2024.

  • Bruce G. Allen Investments reported no remaining JBG SMITH position as of Q3 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 121 JBG SMITH shares in Q3 2024, an estimated $1.84K.
  • Bruce G. Allen Investments first reported a position in JBG SMITH in Q4 2023 and held it in 3 quarters.
  • Bruce G. Allen Investments's JBG SMITH position peaked at $2.06K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2024.

Based on Bruce G. Allen Investments's 13F filing for Q3 2024, filed 8 Oct 2024.