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BMS Financial Advisors’s Prologis PLD Stock Holding History

BMS 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
2023
Q2 		$431K Sell
3,516
-1,408
-29% -$173K 0.28% 59
2023
Q1 		$614K Buy
4,924
+467
+10% +$57.4K 0.42% 49
2022
Q4 		$502K Sell
4,457
-524
-11% -$58K 0.33% 56
2022
Q3 		$506K Sell
4,981
-170
-3% -$21.1K 0.35% 58
2022
Q2 		$606K Buy
5,151
+169
+3% +$23.4K 0.4% 41
2022
Q1 		$804K Buy
4,982
+103
+2% +$15.7K 0.51% 33
2021
Q4 		$821K Buy
+4,879
New +$728K 0.52% 30

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMS Financial Advisors's PLD Position: Q2 2023 in Review

BMS Financial Advisors reduced its Prologis (PLD) stake by 29% in Q2 2023, selling an estimated $173K and leaving 3,516 shares worth $431K. The position accounts for 0.28% of the portfolio, ranked #59.

BMS Financial Advisors first reported a position in PLD in Q4 2021 and has held it in 7 quarters since. The position peaked at $821K in Q4 2021. 1,394 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

  • BMS Financial Advisors held 3,516 shares of Prologis worth $431K as of Q2 2023.
  • BMS Financial Advisors sold 1,408 Prologis shares in Q2 2023, an estimated $173K.
  • Prologis made up 0.28% of BMS Financial Advisors's portfolio in Q2 2023, its #59 holding.
  • BMS Financial Advisors first reported a position in Prologis in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Prologis position peaked at $821K in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.