Certified Advisory Corp’s Prologis PLD Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-809	Closed	-$90.8K	–	306
2023 Q3	$90.8K	Sell	809 -121	-13%	-$14.8K	0.02%	243
2023 Q2	$114K	Sell	930 -47	-5%	-$5.78K	0.02%	225
2023 Q1	$122K	Buy	+977	New	+$120K	0.02%	239
2022 Q3	–	Sell	-22	Closed	-$3K	–	248
2022 Q2	$3K	Sell	22 -576	-96%	-$79.6K	﹤0.01%	207
2022 Q1	$97K	Buy	+598	New	+$91.3K	0.02%	219
2021 Q4	–	Sell	-22	Closed	-$3K	–	249
2021 Q3	$3K	Buy	+22	New	+$2.85K	﹤0.01%	218
2021 Q2	–	Sell	-616	Closed	-$65K	–	589
2021 Q1	$65K	Buy	+616	New	+$62.8K	0.02%	314
2020 Q2	$103K	Buy	1,099 +7	+0.6%	+$624	0.03%	228
2020 Q1	$88K	Buy	1,092 +8	+0.7%	+$699	0.03%	222
2019 Q4	$97K	Buy	1,084 +73	+7%	+$6.47K	0.03%	233
2019 Q3	$86K	Buy	1,011 +6	+0.6%	+$496	0.03%	253
2019 Q2	$81K	Buy	1,005 +7	+0.7%	+$533	0.03%	253
2019 Q1	$72K	Buy	998 +7	+0.7%	+$478	0.03%	255
2018 Q4	$58K	Buy	991 +8	+0.8%	+$518	0.03%	257
2018 Q3	$66K	Buy	983 +941	+2,240%	+$61.9K	0.03%	257
2018 Q2	$3K	Hold	42	–	–	﹤0.01%	677
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	674
2017 Q4	$2K	Buy	+42	New	+$2.74K	﹤0.01%	644

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Certified Advisory Corp's PLD Position: Q4 2023 in Review

Certified Advisory Corp sold out of Prologis (PLD) in Q4 2023, closing a stake of 809 shares — an estimated $90.8K sold.

Certified Advisory Corp first reported a position in PLD in Q4 2017 and held it in 18 quarters. The position peaked at $122K in Q1 2023. 1,479 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

Certified Advisory Corp reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 809 Prologis shares in Q4 2023, an estimated $90.8K.
Certified Advisory Corp first reported a position in Prologis in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Prologis position peaked at $122K in Q1 2023.
1,479 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.