Founders Financial Alliance’s JBG SMITH JBGS Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-188	Closed	-$5K	–	849
2020 Q3	$5K	Buy	+188	New	+$5.28K	﹤0.01%	980

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Founders Financial Alliance's JBGS Position: Q4 2020 in Review

Founders Financial Alliance sold out of JBG SMITH (JBGS) in Q4 2020, closing a stake of 188 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in JBGS in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 233 funds tracked by Wall St. Rank hold JBGS as of Q4 2020.

Founders Financial Alliance reported no remaining JBG SMITH position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 188 JBG SMITH shares in Q4 2020, an estimated $5K.
Founders Financial Alliance first reported a position in JBG SMITH in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's JBG SMITH position peaked at $5K in Q3 2020.
233 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.