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Engrave Wealth Partners’s Prologis PLD Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-178
Closed -$16K – 326
2020
Q2 		$16K Hold
178
– – 0.01% 202
2020
Q1 		$14K Sell
178
-86
-33% -$7.51K 0.02% 184
2019
Q4 		$23K Buy
+264
New +$23.4K 0.02% 201

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's PLD Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Prologis (PLD) in Q3 2020, closing a stake of 178 shares — an estimated $16K sold.

Engrave Wealth Partners first reported a position in PLD in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 944 funds tracked by Wall St. Rank hold PLD as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Prologis position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 178 Prologis shares in Q3 2020, an estimated $16K.
  • Engrave Wealth Partners first reported a position in Prologis in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Prologis position peaked at $23K in Q4 2019.
  • 944 funds tracked by Wall St. Rank held Prologis as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.