WSTAM
JBGS

Wilbanks Smith & Thomas Asset Management’s JBG SMITH JBGS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-23,395
Closed -$692K – 396
2020
Q2 		$692K Buy
23,395
+244
+1% +$7.56K 0.04% 199
2020
Q1 		$737K Buy
23,151
+17,266
+293% +$649K 0.05% 183
2019
Q4 		$235K Sell
5,885
-1,400
-19% -$55.4K 0.01% 373
2019
Q3 		$286K Hold
7,285
– – 0.02% 323
2019
Q2 		$287K Buy
7,285
+1,549
+27% +$63.7K 0.02% 319
2019
Q1 		$237K Buy
+5,736
New +$225K 0.02% 354
2018
Q4 		– Sell
-6,536
Closed -$241K – 845
2018
Q3 		$241K Hold
6,536
– – 0.01% 352
2018
Q2 		$238K Buy
+6,536
New +$237K 0.02% 307

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return