T
JBGS

TCWP’s JBG SMITH JBGS Stock Holding History

TCWP’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
-100
Closed -$2K – 1016
2022
Q1 		$2K Buy
+100
New +$2.82K ﹤0.01% 1332

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
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

TCWP's JBGS Position: Q2 2022 in Review

TCWP sold out of JBG SMITH (JBGS) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

TCWP first reported a position in JBGS in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 225 funds tracked by Wall St. Rank hold JBGS as of Q2 2022.

  • TCWP reported no remaining JBG SMITH position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 100 JBG SMITH shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in JBG SMITH in Q1 2022 and held it in 1 quarter.
  • TCWP's JBG SMITH position peaked at $2K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.