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JBGS

FDx Advisors’s JBG SMITH JBGS Stock Holding History

FDx 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
2022
Q3 		– Sell
-8,817
Closed -$208K – 774
2022
Q2 		$208K Buy
8,817
+19
+0.2% +$491 0.01% 766
2022
Q1 		$257K Buy
8,798
+758
+9% +$21.3K 0.01% 718
2021
Q4 		$231K Buy
8,040
+1,073
+15% +$31.4K 0.01% 791
2021
Q3 		$206K Buy
+6,967
New +$215K 0.01% 788
2020
Q1 		– Sell
-7,797
Closed -$311K – 576
2019
Q4 		$311K Buy
7,797
+650
+9% +$25.7K 0.02% 477
2019
Q3 		$280K Buy
7,147
+1,997
+39% +$77.9K 0.02% 502
2019
Q2 		$203K Buy
5,150
+159
+3% +$6.54K 0.01% 769
2019
Q1 		$206K Sell
4,991
-1,301
-21% -$51.1K 0.01% 731
2018
Q4 		$219K Buy
6,292
+291
+5% +$10.9K 0.02% 497
2018
Q3 		$221K Buy
+6,001
New +$221K 0.01% 802

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

FDx Advisors's JBGS Position: Q3 2022 in Review

FDx Advisors sold out of JBG SMITH (JBGS) in Q3 2022, closing a stake of 8,817 shares — an estimated $208K sold.

FDx Advisors first reported a position in JBGS in Q3 2018 and held it in 10 quarters. The position peaked at $311K in Q4 2019. 233 funds tracked by Wall St. Rank hold JBGS as of Q3 2022.

  • FDx Advisors reported no remaining JBG SMITH position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 8,817 JBG SMITH shares in Q3 2022, an estimated $208K.
  • FDx Advisors first reported a position in JBG SMITH in Q3 2018 and held it in 10 quarters.
  • FDx Advisors's JBG SMITH position peaked at $311K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.