AWM
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Aries Wealth Management’s Prologis PLD Stock Holding History

Aries 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
Q2 		– Sell
-2,925
Closed -$381K – 214
2024
Q1 		$381K Sell
2,925
-452
-13% -$59.1K 0.12% 141
2023
Q4 		$450K Buy
3,377
+31
+0.9% +$3.52K 0.16% 129
2023
Q3 		$371K Buy
3,346
+170
+5% +$20.8K 0.15% 129
2023
Q2 		$389K Hold
3,176
– – 0.15% 131
2023
Q1 		$396K Buy
3,176
+100
+3% +$12.3K 0.16% 129
2022
Q4 		$347K Buy
3,076
+275
+10% +$30.5K 0.15% 131
2022
Q3 		$310K Buy
2,801
+470
+20% +$58.3K 0.14% 137
2022
Q2 		$274K Buy
+2,331
New +$322K 0.12% 134
2022
Q1 		– Sell
-1,263
Closed -$213K – 182
2021
Q4 		$213K Buy
+1,263
New +$189K 0.08% 178

Other funds holding PLD

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aries Wealth Management's PLD Position: Q2 2024 in Review

Aries Wealth Management sold out of Prologis (PLD) in Q2 2024, closing a stake of 2,925 shares — an estimated $381K sold.

Aries Wealth Management first reported a position in PLD in Q4 2021 and held it in 9 quarters. The position peaked at $450K in Q4 2023. 1,451 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • Aries Wealth Management reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • Aries Wealth Management sold 2,925 Prologis shares in Q2 2024, an estimated $381K.
  • Aries Wealth Management first reported a position in Prologis in Q4 2021 and held it in 9 quarters.
  • Aries Wealth Management's Prologis position peaked at $450K in Q4 2023.
  • 1,451 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Aries Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.