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 $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return