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JBGS

NewEdge Advisors’s JBG SMITH JBGS Stock Holding History

NewEdge 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
-95
Closed -$1.8K – 3802
2022
Q4 		$1.8K Buy
+95
New +$1.83K ﹤0.01% 2866

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NewEdge Advisors's JBGS Position: Q1 2023 in Review

NewEdge Advisors sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 95 shares — an estimated $1.8K sold.

NewEdge Advisors first reported a position in JBGS in Q4 2022 and held it in 1 quarter. The position peaked at $1.8K in Q4 2022. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

  • NewEdge Advisors reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 95 JBG SMITH shares in Q1 2023, an estimated $1.8K.
  • NewEdge Advisors first reported a position in JBG SMITH in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's JBG SMITH position peaked at $1.8K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.