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Cassady Schiller Wealth Management’s Prologis PLD Stock Holding History

Cassady Schiller 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
Q4 		$7.29K Buy
+69
New +$7.93K ﹤0.01% 371
2024
Q2 		– Sell
-41
Closed -$5.34K – 486
2024
Q1 		$5.34K Hold
41
– – ﹤0.01% 368
2023
Q4 		$5.46K Hold
41
– – ﹤0.01% 357
2023
Q3 		$4.6K Buy
+41
New +$5.01K ﹤0.01% 377
2022
Q1 		– Sell
-16
Closed -$3K – 467
2021
Q4 		$3K Buy
+16
New +$2.39K ﹤0.01% 382

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cassady Schiller Wealth Management's PLD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Prologis (PLD) in Q4 2024: 69 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PLD as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in PLD in Q4 2021 and has held it in 5 quarters since. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Cassady Schiller Wealth Management held 69 shares of Prologis worth $7.29K as of Q4 2024.
  • Prologis was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Prologis made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #371 holding.
  • Cassady Schiller Wealth Management first reported a position in Prologis in Q4 2021 and has held it in 5 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.