Accel Wealth Management’s Prologis PLD Stock Holding History

Accel Wealth Management’s Portfolio PLD Stock Details PLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-103	Closed	-$12.9K	–	668
2023 Q1	$12.9K	Hold	103	–	–	0.01%	825
2022 Q4	$11.6K	Hold	103	–	–	0.01%	678
2022 Q3	$11K	Hold	103	–	–	0.01%	715
2022 Q2	$12K	Hold	103	–	–	0.01%	671
2022 Q1	$17K	Hold	103	–	–	0.01%	595
2021 Q4	$17K	Hold	103	–	–	0.01%	599
2021 Q3	$13K	Hold	103	–	–	0.01%	588
2021 Q2	$12K	Hold	103	–	–	0.01%	660
2021 Q1	$11K	Buy	+103	New	+$10.5K	0.01%	643

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accel Wealth Management's PLD Position: Q2 2023 in Review

Accel Wealth Management sold out of Prologis (PLD) in Q2 2023, closing a stake of 103 shares — an estimated $12.9K sold.

Accel Wealth Management first reported a position in PLD in Q1 2021 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 1,395 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

Accel Wealth Management reported no remaining Prologis position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 103 Prologis shares in Q2 2023, an estimated $12.9K.
Accel Wealth Management first reported a position in Prologis in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's Prologis position peaked at $17K in Q1 2022.
1,395 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.