TCI Wealth Advisors’s JBG SMITH JBGS Stock Holding History

TCI 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
2022 Q2	–	Sell	-77	Closed	-$2K	–	2394
2022 Q1	$2K	Hold	77	–	–	﹤0.01%	1991
2021 Q4	$2K	Hold	77	–	–	﹤0.01%	2091
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	2143
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	2029
2021 Q1	$2K	Buy	+77	New	+$2.44K	﹤0.01%	1780
2020 Q1	–	Sell	-112	Closed	-$4K	–	1624
2019 Q4	$4K	Buy	+112	New	+$4.43K	﹤0.01%	924

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

Norges Bank Oslo, Norway $1T AUM

LPC

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

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

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

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

CIM

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

TSW

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

TCI Wealth Advisors's JBGS Position: Q2 2022 in Review

TCI Wealth Advisors sold out of JBG SMITH (JBGS) in Q2 2022, closing a stake of 77 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in JBGS in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 225 funds tracked by Wall St. Rank hold JBGS as of Q2 2022.

TCI Wealth Advisors reported no remaining JBG SMITH position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 77 JBG SMITH shares in Q2 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in JBG SMITH in Q4 2019 and held it in 6 quarters.
TCI Wealth Advisors's JBG SMITH position peaked at $4K in Q4 2019.
225 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.