KPW
JBGS

Kore Private Wealth’s JBG SMITH JBGS Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,284
Closed -$37K – 689
2020
Q2 		$37K Buy
1,284
+1,024
+394% +$31.7K 0.01% 523
2020
Q1 		$8K Buy
260
+1
+0.4% +$38 ﹤0.01% 724
2019
Q4 		$10K Buy
+259
New +$10.2K ﹤0.01% 745
2019
Q2 		– Sell
-259
Closed -$11K – 524
2019
Q1 		$11K Hold
259
– – ﹤0.01% 616
2018
Q4 		$9K Buy
+259
New +$9.74K ﹤0.01% 579

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Kore Private Wealth's JBGS Position: Q3 2020 in Review

Kore Private Wealth sold out of JBG SMITH (JBGS) in Q3 2020, closing a stake of 1,284 shares — an estimated $37K sold.

Kore Private Wealth first reported a position in JBGS in Q4 2018 and held it in 5 quarters. The position peaked at $37K in Q2 2020. 232 funds tracked by Wall St. Rank hold JBGS as of Q3 2020.

  • Kore Private Wealth reported no remaining JBG SMITH position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,284 JBG SMITH shares in Q3 2020, an estimated $37K.
  • Kore Private Wealth first reported a position in JBG SMITH in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's JBG SMITH position peaked at $37K in Q2 2020.
  • 232 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.