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BBJS Financial Advisors’s Prologis PLD Stock Holding History

BBJS Financial Advisors’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
Q3 		$865K Sell
6,851
-18
-0.3% -$2.23K 0.31% 30
2024
Q2 		$771K Sell
6,869
-2,102
-23% -$233K 0.29% 29
2024
Q1 		$1.17M Buy
8,971
+1,429
+19% +$187K 0.42% 29
2023
Q4 		$1.01M Buy
7,542
+330
+5% +$37.5K 0.35% 30
2023
Q3 		$809K Buy
7,212
+22
+0.3% +$2.69K 0.31% 33
2023
Q2 		$882K Buy
7,190
+1,961
+38% +$241K 0.35% 31
2023
Q1 		$652K Buy
5,229
+1,509
+41% +$185K 0.27% 33
2022
Q4 		$419K Buy
+3,720
New +$412K 0.19% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BBJS Financial Advisors's PLD Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Prologis (PLD) stake by 0.26% in Q3 2024, selling an estimated $2.23K and leaving 6,851 shares worth $865K. The position accounts for 0.31% of the portfolio, ranked #30.

BBJS Financial Advisors first reported a position in PLD in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2024. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • BBJS Financial Advisors held 6,851 shares of Prologis worth $865K as of Q3 2024.
  • BBJS Financial Advisors sold 18 Prologis shares in Q3 2024, an estimated $2.23K.
  • Prologis made up 0.31% of BBJS Financial Advisors's portfolio in Q3 2024, its #30 holding.
  • BBJS Financial Advisors first reported a position in Prologis in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's Prologis position peaked at $1.17M in Q1 2024.
  • 1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.