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DWA
Delos Wealth Advisors’s
Prologis
PLD
Stock Holding History
Delos Wealth 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
Q3
–
Sell
-10
Closed
-$1.12K
–
323
2024
Q2
$1.12K
Hold
10
–
–
﹤0.01%
245
2024
Q1
$1.3K
Buy
10
+7
+233%
+$915
﹤0.01%
243
2023
Q4
$400
Hold
3
–
–
﹤0.01%
275
2023
Q3
$373
Hold
3
–
–
﹤0.01%
317
2023
Q2
$368
Hold
3
–
–
﹤0.01%
318
2023
Q1
$375
Sell
3
-55
-95%
-$6.76K
﹤0.01%
326
2022
Q4
$6.54K
Hold
58
–
–
0.01%
164
2022
Q3
$6K
Buy
58
+3
+5%
+$372
0.01%
167
2022
Q2
$6K
Hold
55
–
–
0.01%
169
2022
Q1
$9K
Hold
55
–
–
0.01%
174
2021
Q4
$9K
Hold
55
–
–
0.01%
229
2021
Q3
$7K
Hold
55
–
–
0.01%
109
2021
Q2
$7K
Buy
+55
New
+$6.43K
0.01%
109
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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