GIA
JBGS

GHP Investment Advisors’s JBG SMITH JBGS Stock Holding History

GHP Investment 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
2025
Q1 		– Sell
-351
Closed -$5.39K – 1002
2024
Q4 		$5.39K Buy
+351
New +$5.88K ﹤0.01% 782

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GHP Investment Advisors's JBGS Position: Q1 2025 in Review

GHP Investment Advisors sold out of JBG SMITH (JBGS) in Q1 2025, closing a stake of 351 shares — an estimated $5.39K sold.

GHP Investment Advisors first reported a position in JBGS in Q4 2024 and held it in 1 quarter. The position peaked at $5.39K in Q4 2024. 210 funds tracked by Wall St. Rank hold JBGS as of Q1 2025.

  • GHP Investment Advisors reported no remaining JBG SMITH position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 351 JBG SMITH shares in Q1 2025, an estimated $5.39K.
  • GHP Investment Advisors first reported a position in JBG SMITH in Q4 2024 and held it in 1 quarter.
  • GHP Investment Advisors's JBG SMITH position peaked at $5.39K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.