Advocacy Wealth Management Services’s Prologis PLD Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-55	Closed	-$6K	–	108
2022 Q3	$6K	Hold	55	–	–	﹤0.01%	104
2022 Q2	$6K	Sell	55 -28	-34%	-$3.87K	﹤0.01%	109
2022 Q1	$14K	Hold	83	–	–	﹤0.01%	100
2021 Q4	$14K	Hold	83	–	–	﹤0.01%	113
2021 Q3	$10K	Hold	83	–	–	﹤0.01%	119
2021 Q2	$10K	Buy	83 +28	+51%	+$3.27K	﹤0.01%	138
2021 Q1	$6K	Hold	55	–	–	﹤0.01%	130
2020 Q4	$5K	Buy	+55	New	+$5.56K	﹤0.01%	131

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Advocacy Wealth Management Services's PLD Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Prologis (PLD) in Q4 2022, closing a stake of 55 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in PLD in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 55 Prologis shares in Q4 2022, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Prologis in Q4 2020 and held it in 8 quarters.
Advocacy Wealth Management Services's Prologis position peaked at $14K in Q1 2022.
1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.