Financial Partners Capital Management’s Prologis PLD Stock Holding History

Financial Partners Capital 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 Q4	$520K	Hold	4,614	–	–	0.12%	94
2022 Q3	$469K	Sell	4,614 -135	-3%	-$16.7K	0.11%	98
2022 Q2	$559K	Sell	4,749 -30	-0.6%	-$4.15K	0.12%	100
2022 Q1	$772K	Hold	4,779	–	–	0.14%	94
2021 Q4	$805K	Hold	4,779	–	–	0.14%	91
2021 Q3	$599K	Buy	4,779 +80	+2%	+$10.4K	0.11%	90
2021 Q2	$562K	Hold	4,699	–	–	0.1%	85
2021 Q1	$498K	Hold	4,699	–	–	0.1%	83
2020 Q4	$468K	Buy	4,699 +55	+1%	+$5.56K	0.11%	77
2020 Q3	$467K	Buy	+4,644	New	+$465K	0.12%	75

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Partners Capital Management's PLD Position: Q4 2022 in Review

Financial Partners Capital Management held its Prologis (PLD) position steady in Q4 2022 at 4,614 shares worth $520K. The position accounts for 0.12% of the portfolio, ranked #94.

Financial Partners Capital Management first reported a position in PLD in Q3 2020 and has held it in 10 quarters since. The position peaked at $805K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

Financial Partners Capital Management held 4,614 shares of Prologis worth $520K as of Q4 2022.
Financial Partners Capital Management left its Prologis share count unchanged in Q4 2022.
Prologis made up 0.12% of Financial Partners Capital Management's portfolio in Q4 2022, its #94 holding.
Financial Partners Capital Management first reported a position in Prologis in Q3 2020 and has held it in 10 quarters since.
Financial Partners Capital Management's Prologis position peaked at $805K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.