Sowell Financial Services’s JBG SMITH JBGS Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-134	Closed	-$4K	–	2565
2020 Q1	$4K	Buy	+134	New	+$5.04K	﹤0.01%	1901

Other funds holding JBGS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's JBGS Position: Q2 2020 in Review

Sowell Financial Services sold out of JBG SMITH (JBGS) in Q2 2020, closing a stake of 134 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in JBGS in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 247 funds tracked by Wall St. Rank hold JBGS as of Q2 2020.

Sowell Financial Services reported no remaining JBG SMITH position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 134 JBG SMITH shares in Q2 2020, an estimated $4K.
Sowell Financial Services first reported a position in JBG SMITH in Q1 2020 and held it in 1 quarter.
Sowell Financial Services's JBG SMITH position peaked at $4K in Q1 2020.
247 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.