Axim Planning & Wealth’s Prologis PLD Stock Holding History

Axim Planning & Wealth’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	-50	Closed	-$5K	–	134
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	133
2022 Q2	$6K	Buy	+50	New	+$6.91K	﹤0.01%	106

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 $3.38T AUM 44.17% 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

Axim Planning & Wealth's PLD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Prologis (PLD) in Q4 2022, closing a stake of 50 shares — an estimated $5K sold.

Axim Planning & Wealth first reported a position in PLD in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

Axim Planning & Wealth reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 50 Prologis shares in Q4 2022, an estimated $5K.
Axim Planning & Wealth first reported a position in Prologis in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Prologis position peaked at $6K in Q2 2022.
1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.