Heritage Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Heritage Wealth 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
2023 Q1	–	Sell	-150	Closed	-$2.85K	–	583
2022 Q4	$2.85K	Hold	150	–	–	﹤0.01%	497
2022 Q3	$2.79K	Hold	150	–	–	﹤0.01%	472
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	502
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	481
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	493
2021 Q3	$4.44K	Hold	150	–	–	﹤0.01%	478
2021 Q2	$4.73K	Sell	150 -400	-73%	-$13K	﹤0.01%	485
2021 Q1	$17.5K	Buy	550 +400	+267%	+$12.7K	﹤0.01%	432
2020 Q4	$5K	Sell	150 -80	-35%	-$2.31K	﹤0.01%	488
2020 Q3	$6.15K	Hold	230	–	–	﹤0.01%	419
2020 Q2	$6.8K	Hold	230	–	–	﹤0.01%	395
2020 Q1	$7.32K	Hold	230	–	–	﹤0.01%	387
2019 Q4	$9.18K	Hold	230	–	–	﹤0.01%	423
2019 Q3	$9K	Buy	230 +150	+188%	+$5.85K	﹤0.01%	397
2019 Q2	$3.15K	Hold	80	–	–	﹤0.01%	429
2019 Q1	$3.31K	Hold	80	–	–	﹤0.01%	396
2018 Q4	$2K	Hold	80	–	–	﹤0.01%	361
2018 Q3	$2K	Buy	+80	New	+$2.94K	﹤0.01%	356

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heritage Wealth Advisors's JBGS Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 150 shares — an estimated $2.85K sold.

Heritage Wealth Advisors first reported a position in JBGS in Q3 2018 and held it in 18 quarters. The position peaked at $17.5K in Q1 2021. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

Heritage Wealth Advisors reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 150 JBG SMITH shares in Q1 2023, an estimated $2.85K.
Heritage Wealth Advisors first reported a position in JBG SMITH in Q3 2018 and held it in 18 quarters.
Heritage Wealth Advisors's JBG SMITH position peaked at $17.5K in Q1 2021.
237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.