PWMG
JBGS

Prestige Wealth Management Group’s JBG SMITH JBGS Stock Holding History

Prestige Wealth Management 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
2023
Q2 		– Sell
-75
Closed -$1.13K – 1074
2023
Q1 		$1.13K Sell
75
-175
-70% -$3.1K ﹤0.01% 872
2022
Q4 		$4.8K Buy
+250
New +$4.83K ﹤0.01% 621
2020
Q2 		– Sell
-9
Closed – – 916
2020
Q1 		$0 Buy
+9
New +$338 ﹤0.01% 961
2019
Q1 		– Sell
-176
Closed -$6K – 821
2018
Q4 		$6K Buy
+176
New +$6.62K ﹤0.01% 546

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
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return