Crewe Advisors’s JBG SMITH JBGS Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-18	Closed	-$307	–	976
2023 Q4	$307	Buy	+18	New	+$262	﹤0.01%	337
2022 Q4	–	Sell	-143	Closed	-$3K	–	1153
2022 Q3	$3K	Buy	+143	New	+$3.28K	﹤0.01%	966

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crewe Advisors's JBGS Position: Q1 2024 in Review

Crewe Advisors sold out of JBG SMITH (JBGS) in Q1 2024, closing a stake of 18 shares — an estimated $307 sold.

Crewe Advisors first reported a position in JBGS in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 208 funds tracked by Wall St. Rank hold JBGS as of Q1 2024.

Crewe Advisors reported no remaining JBG SMITH position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 18 JBG SMITH shares in Q1 2024, an estimated $307.
Crewe Advisors first reported a position in JBG SMITH in Q3 2022 and held it in 2 quarters.
Crewe Advisors's JBG SMITH position peaked at $3K in Q3 2022.
208 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.