JWM
JBGS

Janiczek Wealth Management’s JBG SMITH JBGS Stock Holding History

Janiczek 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
2022
Q2 		– Sell
-248
Closed -$7K – 1005
2022
Q1 		$7K Hold
248
– – ﹤0.01% 623
2021
Q4 		$7K Sell
248
-21
-8% -$615 ﹤0.01% 643
2021
Q3 		$8K Buy
269
+21
+8% +$648 ﹤0.01% 610
2021
Q2 		$8K Hold
248
– – ﹤0.01% 586
2021
Q1 		$8K Hold
248
– – ﹤0.01% 573
2020
Q4 		$8K Buy
+248
New +$7.15K ﹤0.01% 506

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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Janiczek Wealth Management's JBGS Position: Q2 2022 in Review

Janiczek Wealth Management sold out of JBG SMITH (JBGS) in Q2 2022, closing a stake of 248 shares — an estimated $7K sold.

Janiczek Wealth Management first reported a position in JBGS in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 225 funds tracked by Wall St. Rank hold JBGS as of Q2 2022.

  • Janiczek Wealth Management reported no remaining JBG SMITH position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 248 JBG SMITH shares in Q2 2022, an estimated $7K.
  • Janiczek Wealth Management first reported a position in JBG SMITH in Q4 2020 and held it in 6 quarters.
  • Janiczek Wealth Management's JBG SMITH position peaked at $8K in Q3 2021.
  • 225 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.