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Fermata Advisors’s Prologis PLD Stock Holding History

Fermata 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
2022
Q2 		– Sell
-1,641
Closed -$266K – 187
2022
Q1 		$266K Sell
1,641
-69
-4% -$10.5K 0.1% 136
2021
Q4 		$289K Sell
1,710
-45
-3% -$6.72K 0.11% 135
2021
Q3 		$220K Sell
1,755
-107
-6% -$13.9K 0.1% 163
2021
Q2 		$223K Buy
+1,862
New +$218K 0.13% 136

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fermata Advisors's PLD Position: Q2 2022 in Review

Fermata Advisors sold out of Prologis (PLD) in Q2 2022, closing a stake of 1,641 shares — an estimated $266K sold.

Fermata Advisors first reported a position in PLD in Q2 2021 and held it in 4 quarters. The position peaked at $289K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold PLD as of Q2 2022.

  • Fermata Advisors reported no remaining Prologis position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,641 Prologis shares in Q2 2022, an estimated $266K.
  • Fermata Advisors first reported a position in Prologis in Q2 2021 and held it in 4 quarters.
  • Fermata Advisors's Prologis position peaked at $289K in Q4 2021.
  • 1,209 funds tracked by Wall St. Rank held Prologis as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.