SWS
JBGS

SYSTM Wealth Solutions’s JBG SMITH JBGS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-192
Closed -$2.92K – 366
2024
Q2 		$2.92K Hold
192
– – ﹤0.01% 601
2024
Q1 		$3.08K Hold
192
– – ﹤0.01% 870
2023
Q4 		$3.27K Buy
+192
New +$2.8K ﹤0.01% 908

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYSTM Wealth Solutions's JBGS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of JBG SMITH (JBGS) in Q3 2024, closing a stake of 192 shares — an estimated $2.92K sold.

SYSTM Wealth Solutions first reported a position in JBGS in Q4 2023 and held it in 3 quarters. The position peaked at $3.27K in Q4 2023. 214 funds tracked by Wall St. Rank hold JBGS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining JBG SMITH position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 192 JBG SMITH shares in Q3 2024, an estimated $2.92K.
  • SYSTM Wealth Solutions first reported a position in JBG SMITH in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's JBG SMITH position peaked at $3.27K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.