TFF
JBGS

The Family Firm’s JBG SMITH JBGS Stock Holding History

The Family Firm’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
-788
Closed -$12K – 539
2024
Q2 		$12K Buy
+788
New +$11.7K ﹤0.01% 655

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

The Family Firm's JBGS Position: Q3 2024 in Review

The Family Firm sold out of JBG SMITH (JBGS) in Q3 2024, closing a stake of 788 shares — an estimated $12K sold.

The Family Firm first reported a position in JBGS in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 214 funds tracked by Wall St. Rank hold JBGS as of Q3 2024.

  • The Family Firm reported no remaining JBG SMITH position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 788 JBG SMITH shares in Q3 2024, an estimated $12K.
  • The Family Firm first reported a position in JBG SMITH in Q2 2024 and held it in 1 quarter.
  • The Family Firm's JBG SMITH position peaked at $12K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.