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Financial Synergies Wealth Advisors’s Prologis PLD Stock Holding History

Financial Synergies 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
Q2 		– Sell
-343
Closed -$44.7K – 355
2024
Q1 		$44.7K Buy
343
+179
+109% +$23.4K 0.01% 134
2023
Q4 		$18.5K Sell
164
-186
-53% -$21.1K ﹤0.01% 144
2023
Q3 		$39.3K Buy
350
+2
+0.6% +$245 0.01% 124
2023
Q2 		$42.7K Sell
348
-1
-0.3% -$123 0.01% 116
2023
Q1 		$43.5K Buy
349
+185
+113% +$22.7K 0.01% 118
2022
Q4 		$18.5K Buy
164
+156
+1,950% +$17.3K ﹤0.01% 144
2022
Q3 		$813 Hold
8
– – ﹤0.01% 323
2022
Q2 		$942 Buy
+8
New +$1.11K ﹤0.01% 316

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Synergies Wealth Advisors's PLD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Prologis (PLD) in Q2 2024, closing a stake of 343 shares — an estimated $44.7K sold.

Financial Synergies Wealth Advisors first reported a position in PLD in Q2 2022 and held it in 8 quarters. The position peaked at $44.7K in Q1 2024. 1,450 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 343 Prologis shares in Q2 2024, an estimated $44.7K.
  • Financial Synergies Wealth Advisors first reported a position in Prologis in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Prologis position peaked at $44.7K in Q1 2024.
  • 1,450 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.