Burt Wealth Advisors’s Prologis PLD Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-15	Closed	-$1K	–	284
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	374
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	357
2020 Q2	$1K	Buy	+15	New	+$1.34K	﹤0.01%	387

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

AAMU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's PLD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Prologis (PLD) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in PLD in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 1,007 funds tracked by Wall St. Rank hold PLD as of Q1 2021.

Burt Wealth Advisors reported no remaining Prologis position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 15 Prologis shares in Q1 2021, an estimated $1K.
Burt Wealth Advisors first reported a position in Prologis in Q2 2020 and held it in 3 quarters.
Burt Wealth Advisors's Prologis position peaked at $2K in Q3 2020.
1,007 funds tracked by Wall St. Rank held Prologis as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.