CWA
PLD icon

CJM Wealth Advisers’s Prologis PLD Stock Holding History

CJM Wealth Advisers’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
Q2 		– Sell
-1,571
Closed -$205K – 68
2024
Q1 		$205K Hold
1,571
– – 0.08% 63
2023
Q4 		$209K Sell
1,571
-449
-22% -$51K 0.09% 56
2023
Q3 		$227K Hold
2,020
– – 0.11% 51
2023
Q2 		$248K Hold
2,020
– – 0.13% 49
2023
Q1 		$252K Hold
2,020
– – 0.14% 48
2022
Q4 		$228K Buy
+2,020
New +$224K 0.14% 48

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

CJM Wealth Advisers's PLD Position: Q2 2024 in Review

CJM Wealth Advisers sold out of Prologis (PLD) in Q2 2024, closing a stake of 1,571 shares — an estimated $205K sold.

CJM Wealth Advisers first reported a position in PLD in Q4 2022 and held it in 6 quarters. The position peaked at $252K in Q1 2023. 1,445 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • CJM Wealth Advisers reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • CJM Wealth Advisers sold 1,571 Prologis shares in Q2 2024, an estimated $205K.
  • CJM Wealth Advisers first reported a position in Prologis in Q4 2022 and held it in 6 quarters.
  • CJM Wealth Advisers's Prologis position peaked at $252K in Q1 2023.
  • 1,445 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on CJM Wealth Advisers's 13F filing for Q2 2024, filed 9 Jul 2024.