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Colton Groome Financial Advisors’s Prologis PLD Stock Holding History

Colton Groome 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
2024
Q2 		– Sell
-11,047
Closed -$1.44M – 129
2024
Q1 		$1.44M Buy
11,047
+137
+1% +$17.9K 0.58% 37
2023
Q4 		$1.45M Buy
10,910
+2,055
+23% +$233K 0.63% 33
2023
Q3 		$994K Buy
8,855
+915
+12% +$112K 0.5% 43
2023
Q2 		$974K Buy
7,940
+2,250
+40% +$277K 0.46% 52
2023
Q1 		$710K Buy
5,690
+1,780
+46% +$219K 0.34% 60
2022
Q4 		$441K Buy
3,910
+1,110
+40% +$123K 0.22% 76
2022
Q3 		$284K Buy
2,800
+725
+35% +$89.9K 0.14% 87
2022
Q2 		$244K Buy
2,075
+425
+26% +$58.8K 0.12% 95
2022
Q1 		$266K Buy
+1,650
New +$252K 0.12% 90

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Colton Groome Financial Advisors's PLD Position: Q2 2024 in Review

Colton Groome Financial Advisors sold out of Prologis (PLD) in Q2 2024, closing a stake of 11,047 shares — an estimated $1.44M sold.

Colton Groome Financial Advisors first reported a position in PLD in Q1 2022 and held it in 9 quarters. The position peaked at $1.45M in Q4 2023. 1,451 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • Colton Groome Financial Advisors reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 11,047 Prologis shares in Q2 2024, an estimated $1.44M.
  • Colton Groome Financial Advisors first reported a position in Prologis in Q1 2022 and held it in 9 quarters.
  • Colton Groome Financial Advisors's Prologis position peaked at $1.45M in Q4 2023.
  • 1,451 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.