Altium Wealth Management’s Prologis PLD Stock Holding History

Altium 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
2022 Q2	$1.54M	Buy	13,133 +2,281	+21%	+$315K	0.11%	110
2022 Q1	$1.75M	Buy	10,852 +1,649	+18%	+$252K	0.11%	101
2021 Q4	$1.55M	Buy	9,203 +400	+5%	+$59.7K	0.1%	107
2021 Q3	$1.1M	Buy	8,803 +542	+7%	+$70.3K	0.08%	124
2021 Q2	$987K	Buy	8,261 +230	+3%	+$26.9K	0.07%	132
2021 Q1	$851K	Buy	8,031 +789	+11%	+$80.4K	0.07%	131
2020 Q4	$722K	Buy	7,242 +29	+0.4%	+$2.93K	0.06%	130
2020 Q3	$726K	Buy	7,213 +25	+0.3%	+$2.5K	0.08%	118
2020 Q2	$671K	Buy	7,188 +723	+11%	+$64.5K	0.08%	119
2020 Q1	$520K	Buy	6,465 +1,812	+39%	+$158K	0.07%	133
2019 Q4	$415K	Buy	4,653 +935	+25%	+$82.9K	0.05%	182
2019 Q3	$317K	Buy	3,718 +278	+8%	+$23K	0.04%	209
2019 Q2	$276K	Buy	3,440 +189	+6%	+$14.4K	0.04%	225
2019 Q1	$234K	Buy	+3,251	New	+$222K	0.04%	239

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's PLD Position: Q2 2022 in Review

Altium Wealth Management increased its Prologis (PLD) stake by 21% in Q2 2022, buying an estimated $315K and bringing the position to 13,133 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #110.

Altium Wealth Management first reported a position in PLD in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.75M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold PLD as of Q2 2022.

Altium Wealth Management held 13,133 shares of Prologis worth $1.54M as of Q2 2022.
Altium Wealth Management bought 2,281 Prologis shares in Q2 2022, an estimated $315K.
Prologis made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #110 holding.
Altium Wealth Management first reported a position in Prologis in Q1 2019 and has held it in 14 quarters since.
Altium Wealth Management's Prologis position peaked at $1.75M in Q1 2022.
1,207 funds tracked by Wall St. Rank held Prologis as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.