LNWWM
JBGS

Laird Norton Wetherby Wealth Management’s JBG SMITH JBGS Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-12,360
Closed -$179K – 949
2023
Q3 		$179K Sell
12,360
-7,532
-38% -$117K 0.01% 825
2023
Q2 		$299K Buy
+19,892
New +$290K 0.02% 716

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JBGS Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 12,360 shares — an estimated $179K sold.

Laird Norton Wetherby Wealth Management first reported a position in JBGS in Q2 2023 and held it in 2 quarters. The position peaked at $299K in Q2 2023. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,360 JBG SMITH shares in Q4 2023, an estimated $179K.
  • Laird Norton Wetherby Wealth Management first reported a position in JBG SMITH in Q2 2023 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's JBG SMITH position peaked at $299K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.