ISWM
PLD icon

Independent Solutions Wealth Management’s Prologis PLD Stock Holding History

Independent Solutions 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
2022
Q3 		– Sell
-1,986
Closed -$234K – 221
2022
Q2 		$234K Sell
1,986
-1,583
-44% -$219K 0.07% 190
2022
Q1 		$576K Buy
3,569
+52
+1% +$7.93K 0.14% 124
2021
Q4 		$592K Hold
3,517
– – 0.14% 124
2021
Q3 		$441K Buy
3,517
+11
+0.3% +$1.43K 0.11% 142
2021
Q2 		$419K Buy
+3,506
New +$410K 0.1% 145

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Solutions Wealth Management's PLD Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Prologis (PLD) in Q3 2022, closing a stake of 1,986 shares — an estimated $234K sold.

Independent Solutions Wealth Management first reported a position in PLD in Q2 2021 and held it in 5 quarters. The position peaked at $592K in Q4 2021. 1,184 funds tracked by Wall St. Rank hold PLD as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining Prologis position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,986 Prologis shares in Q3 2022, an estimated $234K.
  • Independent Solutions Wealth Management first reported a position in Prologis in Q2 2021 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Prologis position peaked at $592K in Q4 2021.
  • 1,184 funds tracked by Wall St. Rank held Prologis as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.