Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWA
JBGS
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
–
1181
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
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
LPC
Long Pond Capital
New York
$978M AUM
16.49%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
TSW
Thompson Siegel & Walmsley
Richmond, Virginia
$5.66B AUM
6.69%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close