WAM
JBGS

Wealthspire Advisors (Maryland)’s JBG SMITH JBGS Stock Holding History

Wealthspire Advisors (Maryland)’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 		$458K Buy
+17,124
New +$481K 0.02% 289
2019
Q2 		– Sell
-1,240
Closed -$51K – 1230
2019
Q1 		$51K Sell
1,240
-40
-3% -$1.57K ﹤0.01% 885
2018
Q4 		$45K Buy
1,280
+35
+3% +$1.32K ﹤0.01% 901
2018
Q3 		$46K Buy
1,245
+278
+29% +$10.2K ﹤0.01% 1004
2018
Q2 		$35K Sell
967
-13
-1% -$471 ﹤0.01% 1093
2018
Q1 		$33K Buy
980
+60
+7% +$1.99K ﹤0.01% 1133
2017
Q4 		$32K Sell
920
-968
-51% -$32K ﹤0.01% 1166
2017
Q3 		$65K Buy
+1,888
New +$64K 0.01% 880

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

Wealthspire Advisors (Maryland)'s JBGS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in JBG SMITH (JBGS) in Q3 2020: 17,124 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in JBGS as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in JBGS in Q3 2017 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold JBGS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,124 shares of JBG SMITH worth $458K as of Q3 2020.
  • JBG SMITH was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • JBG SMITH made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #289 holding.
  • Wealthspire Advisors (Maryland) first reported a position in JBG SMITH in Q3 2017 and has held it in 8 quarters since.
  • 232 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.