NFG
JBGS

Next Financial Group’s JBG SMITH JBGS Stock Holding History

Next Financial Group’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
2021
Q4 		$37K Buy
1,306
+79
+6% +$2.31K ﹤0.01% 1615
2021
Q3 		$36K Buy
1,227
+955
+351% +$29.5K ﹤0.01% 1558
2021
Q2 		$8K Buy
+272
New +$8.87K ﹤0.01% 2060
2019
Q3 		– Sell
-100
Closed -$3.9K – 2364
2019
Q2 		$4K Buy
+100
New +$4.11K ﹤0.01% 1948
2017
Q4 		– Sell
-100
Closed -$3K – 850
2017
Q3 		$3K Buy
+100
New +$3.39K ﹤0.01% 1542

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Next Financial Group's JBGS Position: Q4 2021 in Review

Next Financial Group increased its JBG SMITH (JBGS) stake by 6.4% in Q4 2021, buying an estimated $2.31K and bringing the position to 1,306 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Next Financial Group first reported a position in JBGS in Q3 2017 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold JBGS as of Q4 2021.

  • Next Financial Group held 1,306 shares of JBG SMITH worth $37K as of Q4 2021.
  • Next Financial Group bought 79 JBG SMITH shares in Q4 2021, an estimated $2.31K.
  • JBG SMITH made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1615 holding.
  • Next Financial Group first reported a position in JBG SMITH in Q3 2017 and has held it in 5 quarters since.
  • 248 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.