TPCW
JBGS

TD Private Client Wealth’s JBG SMITH JBGS Stock Holding History

TD Private Client Wealth’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
2020
Q3 		– Sell
-53
Closed -$1.57K – 1137
2020
Q2 		$1.57K Sell
53
-11
-17% -$341 ﹤0.01% 931
2020
Q1 		$2.04K Hold
64
– – ﹤0.01% 875
2019
Q4 		$2.55K Buy
+64
New +$2.53K ﹤0.01% 886

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

TD Private Client Wealth's JBGS Position: Q3 2020 in Review

TD Private Client Wealth sold out of JBG SMITH (JBGS) in Q3 2020, closing a stake of 53 shares — an estimated $1.57K sold.

TD Private Client Wealth first reported a position in JBGS in Q4 2019 and held it in 3 quarters. The position peaked at $2.55K in Q4 2019. 232 funds tracked by Wall St. Rank hold JBGS as of Q3 2020.

  • TD Private Client Wealth reported no remaining JBG SMITH position as of Q3 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 53 JBG SMITH shares in Q3 2020, an estimated $1.57K.
  • TD Private Client Wealth first reported a position in JBG SMITH in Q4 2019 and held it in 3 quarters.
  • TD Private Client Wealth's JBG SMITH position peaked at $2.55K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2020.

Based on TD Private Client Wealth's 13F filing for Q3 2020, filed 16 Aug 2024.