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Alterna Wealth Management’s Prologis PLD Stock Holding History

Alterna 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
2024
Q4 		– Sell
-1,829
Closed -$231K – 113
2024
Q3 		$231K Hold
1,829
– – 0.21% 84
2024
Q2 		$205K Hold
1,829
– – 0.18% 100
2024
Q1 		$238K Hold
1,829
– – 0.19% 82
2023
Q4 		$244K Buy
+1,829
New +$208K 0.29% 64
2019
Q1 		– Sell
-4,093
Closed -$240K – 277
2018
Q4 		$240K Buy
+4,093
New +$265K 0.04% 295

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alterna Wealth Management's PLD Position: Q4 2024 in Review

Alterna Wealth Management sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,829 shares — an estimated $231K sold.

Alterna Wealth Management first reported a position in PLD in Q4 2018 and held it in 5 quarters. The position peaked at $244K in Q4 2023. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Alterna Wealth Management reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • Alterna Wealth Management sold 1,829 Prologis shares in Q4 2024, an estimated $231K.
  • Alterna Wealth Management first reported a position in Prologis in Q4 2018 and held it in 5 quarters.
  • Alterna Wealth Management's Prologis position peaked at $244K in Q4 2023.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.