HGERS
JBGS

Householder Group Estate & Retirement Specialist’s JBG SMITH JBGS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-1
Closed -$16 – 1276
2024
Q1 		$16 Hold
1
– – ﹤0.01% 1264
2023
Q4 		$0 Hold
1
– – ﹤0.01% 1243
2023
Q3 		$14 Buy
+1
New +$15 ﹤0.01% 1296
2023
Q1 		$0 Hold
1
– – ﹤0.01% 1272
2022
Q4 		$0 Hold
1
– – ﹤0.01% 737
2022
Q3 		$0 Buy
+1
New +$23 ﹤0.01% 1153

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JBGS Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JBG SMITH (JBGS) in Q2 2024, closing a stake of 1 share — an estimated $16 sold.

Householder Group Estate & Retirement Specialist first reported a position in JBGS in Q3 2022 and held it in 6 quarters. The position peaked at $16 in Q1 2024. 208 funds tracked by Wall St. Rank hold JBGS as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining JBG SMITH position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1 JBG SMITH share in Q2 2024, an estimated $16.
  • Householder Group Estate & Retirement Specialist first reported a position in JBG SMITH in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's JBG SMITH position peaked at $16 in Q1 2024.
  • 208 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.