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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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return