HGWM
JBGS

Harvest Group Wealth Management’s JBG SMITH JBGS Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-41
Closed -$1K – 366
2020
Q4 		$1K Buy
+41
New +$1.18K ﹤0.01% 486
2020
Q1 		– Sell
-28
Closed -$1K – 735
2019
Q4 		$1K Hold
28
– – ﹤0.01% 791
2019
Q3 		$1K Buy
+28
New +$1.09K ﹤0.01% 868

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
T. Rowe Price Associates
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Harvest Group Wealth Management's JBGS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of JBG SMITH (JBGS) in Q1 2021, closing a stake of 41 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in JBGS in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 233 funds tracked by Wall St. Rank hold JBGS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining JBG SMITH position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 41 JBG SMITH shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in JBG SMITH in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's JBG SMITH position peaked at $1K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.