RIA
JBGS

Realta Investment Advisors’s JBG SMITH JBGS Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-65
Closed -$3K – 873
2019
Q4 		$3K Hold
65
– – ﹤0.01% 1424
2019
Q3 		$3K Hold
65
– – ﹤0.01% 1439
2019
Q2 		$3K Buy
+65
New +$2.67K ﹤0.01% 1490

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Realta Investment Advisors's JBGS Position: Q1 2020 in Review

Realta Investment Advisors sold out of JBG SMITH (JBGS) in Q1 2020, closing a stake of 65 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in JBGS in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 255 funds tracked by Wall St. Rank hold JBGS as of Q1 2020.

  • Realta Investment Advisors reported no remaining JBG SMITH position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 65 JBG SMITH shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in JBG SMITH in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's JBG SMITH position peaked at $3K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.