GWAG
PLD icon

Garrett Wealth Advisory Group’s Prologis PLD Stock Holding History

Garrett Wealth Advisory Group’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
-1,584
Closed -$206K – 85
2024
Q1 		$206K Hold
1,584
– – 0.08% 63
2023
Q4 		$211K Buy
+1,584
New +$180K 0.09% 58
2019
Q4 		– Sell
-43
Closed -$3.66K – 493
2019
Q3 		$3.66K Buy
+43
New +$3.56K ﹤0.01% 424

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

Garrett Wealth Advisory Group's PLD Position: Q2 2024 in Review

Garrett Wealth Advisory Group sold out of Prologis (PLD) in Q2 2024, closing a stake of 1,584 shares — an estimated $206K sold.

Garrett Wealth Advisory Group first reported a position in PLD in Q3 2019 and held it in 3 quarters. The position peaked at $211K in Q4 2023. 1,450 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • Garrett Wealth Advisory Group reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,584 Prologis shares in Q2 2024, an estimated $206K.
  • Garrett Wealth Advisory Group first reported a position in Prologis in Q3 2019 and held it in 3 quarters.
  • Garrett Wealth Advisory Group's Prologis position peaked at $211K in Q4 2023.
  • 1,450 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.