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 $6.73T AUM 46.02% 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 $1T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Prestige Wealth Management Group's JBGS Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of JBG SMITH (JBGS) in Q2 2023, closing a stake of 75 shares — an estimated $1.13K sold.

Prestige Wealth Management Group first reported a position in JBGS in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q4 2018. 223 funds tracked by Wall St. Rank hold JBGS as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining JBG SMITH position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 75 JBG SMITH shares in Q2 2023, an estimated $1.13K.
  • Prestige Wealth Management Group first reported a position in JBG SMITH in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's JBG SMITH position peaked at $6K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.