Sutton Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-91	Closed	-$1.73K	–	1180
2022 Q4	$1.73K	Hold	91	–	–	﹤0.01%	1227
2022 Q3	$1.69K	Hold	91	–	–	﹤0.01%	1204
2022 Q2	$2.15K	Hold	91	–	–	﹤0.01%	1173
2022 Q1	$2.66K	Hold	91	–	–	﹤0.01%	1166
2021 Q4	$2.61K	Hold	91	–	–	﹤0.01%	1166
2021 Q3	$2.69K	Hold	91	–	–	﹤0.01%	1133
2021 Q2	$2.87K	Hold	91	–	–	﹤0.01%	1125
2021 Q1	$2.89K	Hold	91	–	–	﹤0.01%	1089
2020 Q4	$2.85K	Hold	91	–	–	﹤0.01%	1064
2020 Q3	$2.43K	Sell	91 -3	-3%	-$84	﹤0.01%	1052
2020 Q2	$2.78K	Hold	94	–	–	﹤0.01%	1016
2020 Q1	$2.99K	Sell	94 -2	-2%	-$75	﹤0.01%	971
2019 Q4	$3.83K	Hold	96	–	–	﹤0.01%	982
2019 Q3	$3.76K	Hold	96	–	–	﹤0.01%	979
2019 Q2	$3.78K	Hold	96	–	–	﹤0.01%	970
2019 Q1	$3.97K	Hold	96	–	–	﹤0.01%	972
2018 Q4	$3.34K	Hold	96	–	–	﹤0.01%	940
2018 Q3	$3.54K	Hold	96	–	–	﹤0.01%	945
2018 Q2	$3.5K	Hold	96	–	–	﹤0.01%	964
2018 Q1	$3.24K	Hold	96	–	–	﹤0.01%	964
2017 Q4	$3.33K	Hold	96	–	–	﹤0.01%	930
2017 Q3	$3.28K	Buy	+96	New	+$3.25K	﹤0.01%	910

Other funds holding JBGS

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

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

Norges Bank Oslo, Norway $1T AUM

LPC

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sutton Wealth Advisors's JBGS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 91 shares — an estimated $1.73K sold.

Sutton Wealth Advisors first reported a position in JBGS in Q3 2017 and held it in 22 quarters. The position peaked at $3.97K in Q1 2019. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

Sutton Wealth Advisors reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 91 JBG SMITH shares in Q1 2023, an estimated $1.73K.
Sutton Wealth Advisors first reported a position in JBG SMITH in Q3 2017 and held it in 22 quarters.
Sutton Wealth Advisors's JBG SMITH position peaked at $3.97K in Q1 2019.
237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.