Edge Wealth Management’s JBG SMITH JBGS Stock Holding History

Edge 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
2022 Q1	–	Sell	-233	Closed	-$7K	–	275
2021 Q4	$7K	Hold	233	–	–	﹤0.01%	310
2021 Q3	$7K	Hold	233	–	–	﹤0.01%	326
2021 Q2	$7K	Hold	233	–	–	﹤0.01%	326
2021 Q1	$7K	Hold	233	–	–	﹤0.01%	315
2020 Q4	$7K	Hold	233	–	–	﹤0.01%	284
2020 Q3	$6K	Hold	233	–	–	﹤0.01%	345
2020 Q2	$7K	Hold	233	–	–	﹤0.01%	509
2020 Q1	$7K	Hold	233	–	–	﹤0.01%	431
2019 Q4	$9K	Hold	233	–	–	﹤0.01%	432
2019 Q3	$9K	Hold	233	–	–	﹤0.01%	419
2019 Q2	$9K	Hold	233	–	–	﹤0.01%	429
2019 Q1	$10K	Hold	233	–	–	﹤0.01%	399
2018 Q4	$8K	Hold	233	–	–	﹤0.01%	424
2018 Q3	$9K	Hold	233	–	–	﹤0.01%	447
2018 Q2	$8K	Hold	233	–	–	﹤0.01%	447
2018 Q1	$8K	Hold	233	–	–	﹤0.01%	410
2017 Q4	$8K	Hold	233	–	–	﹤0.01%	400
2017 Q3	$8K	Buy	+233	New	+$7.89K	﹤0.01%	394

Other funds holding JBGS

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

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

Norges Bank Oslo, Norway $1T AUM

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

TSW

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

Edge Wealth Management's JBGS Position: Q1 2022 in Review

Edge Wealth Management sold out of JBG SMITH (JBGS) in Q1 2022, closing a stake of 233 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in JBGS in Q3 2017 and held it in 18 quarters. The position peaked at $10K in Q1 2019. 233 funds tracked by Wall St. Rank hold JBGS as of Q1 2022.

Edge Wealth Management reported no remaining JBG SMITH position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 233 JBG SMITH shares in Q1 2022, an estimated $7K.
Edge Wealth Management first reported a position in JBG SMITH in Q3 2017 and held it in 18 quarters.
Edge Wealth Management's JBG SMITH position peaked at $10K in Q1 2019.
233 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.