CSPIA
JBGS

Cary Street Partners Investment Advisory’s JBG SMITH JBGS Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-5
Closed -$72 – 1241
2023
Q3 		$72 Buy
+5
New +$77 ﹤0.01% 1851

Other funds holding JBGS

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cary Street Partners Investment Advisory's JBGS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 5 shares — an estimated $72 sold.

Cary Street Partners Investment Advisory first reported a position in JBGS in Q3 2023 and held it in 1 quarter. The position peaked at $72 in Q3 2023. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 5 JBG SMITH shares in Q4 2023, an estimated $72.
  • Cary Street Partners Investment Advisory first reported a position in JBG SMITH in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's JBG SMITH position peaked at $72 in Q3 2023.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.