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Curi Wealth Management’s Prologis PLD Stock Holding History

Curi 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
2022
Q3 		– Sell
-132
Closed -$16K – 563
2022
Q2 		$16K Buy
132
+68
+106% +$9.4K ﹤0.01% 330
2022
Q1 		$10K Sell
64
-2
-3% -$305 ﹤0.01% 363
2021
Q4 		$11K Buy
+66
New +$9.85K ﹤0.01% 311
2021
Q1 		– Sell
-3
Closed – – 383
2020
Q4 		$0 Buy
+3
New +$303 ﹤0.01% 487

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curi Wealth Management's PLD Position: Q3 2022 in Review

Curi Wealth Management sold out of Prologis (PLD) in Q3 2022, closing a stake of 132 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in PLD in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 1,184 funds tracked by Wall St. Rank hold PLD as of Q3 2022.

  • Curi Wealth Management reported no remaining Prologis position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 132 Prologis shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in Prologis in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Prologis position peaked at $16K in Q2 2022.
  • 1,184 funds tracked by Wall St. Rank held Prologis as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.