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Heirloom Wealth Management’s Prologis PLD Stock Holding History

Heirloom Wealth 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
2024
Q4 		– Sell
-1,635
Closed -$206K – 47
2024
Q3 		$206K Sell
1,635
-1,091
-40% -$135K 0.06% 47
2024
Q2 		$306K Sell
2,726
-1,968
-42% -$218K 0.1% 39
2024
Q1 		$611K Sell
4,694
-19
-0.4% -$2.48K 0.21% 31
2023
Q4 		$628K Sell
4,713
-29
-0.6% -$3.29K 0.24% 32
2023
Q3 		$532K Sell
4,742
-15
-0.3% -$1.83K 0.24% 33
2023
Q2 		$583K Buy
4,757
+3,131
+193% +$385K 0.25% 36
2023
Q1 		$203K Buy
+1,626
New +$200K 0.1% 46

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heirloom Wealth Management's PLD Position: Q4 2024 in Review

Heirloom Wealth Management sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,635 shares — an estimated $206K sold.

Heirloom Wealth Management first reported a position in PLD in Q1 2023 and held it in 7 quarters. The position peaked at $628K in Q4 2023. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Heirloom Wealth Management reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 1,635 Prologis shares in Q4 2024, an estimated $206K.
  • Heirloom Wealth Management first reported a position in Prologis in Q1 2023 and held it in 7 quarters.
  • Heirloom Wealth Management's Prologis position peaked at $628K in Q4 2023.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.