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Heritage Wealth Management (Arizona)’s Prologis PLD Stock Holding History

Heritage Wealth Management (Arizona)’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 		$17.6K Buy
156
+138
+767% +$15.3K ﹤0.01% 686
2022
Q3 		$2K Buy
+18
New +$2.23K ﹤0.01% 894
2021
Q3 		$2K Hold
17
– – ﹤0.01% 827
2021
Q2 		$2K Sell
17
-789
-98% -$92.2K ﹤0.01% 838
2021
Q1 		$85K Buy
+806
New +$82.1K 0.05% 273

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
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PLD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Prologis (PLD) stake by 767% in Q4 2022, buying an estimated $15.3K and bringing the position to 156 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Heritage Wealth Management (Arizona) first reported a position in PLD in Q1 2021 and has held it in 5 quarters since. The position peaked at $85K in Q1 2021. 1,325 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 156 shares of Prologis worth $17.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 138 Prologis shares in Q4 2022, an estimated $15.3K.
  • Prologis made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #686 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Prologis in Q1 2021 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s Prologis position peaked at $85K in Q1 2021.
  • 1,325 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.