WFA
JBGS

Wipfli Financial Advisors’s JBG SMITH JBGS Stock Holding History

Wipfli Financial Advisors’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
Q3 		$23K Buy
+1,260
New +$28.9K ﹤0.01% 1512

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Wipfli Financial Advisors's JBGS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in JBG SMITH (JBGS) in Q3 2022: 1,260 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

233 funds tracked by Wall St. Rank hold JBGS as of Q3 2022.

  • Wipfli Financial Advisors held 1,260 shares of JBG SMITH worth $23K as of Q3 2022.
  • JBG SMITH was a new Wipfli Financial Advisors position in Q3 2022.
  • JBG SMITH made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1512 holding.
  • 233 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.