CIAS
JBGS

Capital Investment Advisory Services’s JBG SMITH JBGS Stock Holding History

Capital Investment Advisory Services’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
2022
Q3 		– Sell
-9,028
Closed -$213K – 838
2022
Q2 		$213K Sell
9,028
-72
-0.8% -$1.86K 0.03% 433
2022
Q1 		$266K Sell
9,100
-700
-7% -$19.7K 0.03% 410
2021
Q4 		$281K Sell
9,800
-515
-5% -$15.1K 0.03% 395
2021
Q3 		$305K Sell
10,315
-4,542
-31% -$140K 0.04% 360
2021
Q2 		$468K Buy
14,857
+207
+1% +$6.75K 0.06% 286
2021
Q1 		$466K Buy
+14,650
New +$464K 0.07% 260
2019
Q4 		– Sell
-850
Closed -$33K – 915
2019
Q3 		$33K Hold
850
– – 0.01% 663
2019
Q2 		$33K Sell
850
-350
-29% -$14.4K 0.01% 648
2019
Q1 		$50K Buy
1,200
+200
+20% +$7.85K 0.02% 484
2018
Q4 		$35K Buy
+1,000
New +$37.6K 0.01% 530

Other funds holding JBGS

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LPC
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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return