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Insight Wealth Strategies’s Prologis PLD Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-4,291
Closed -$455K – 223
2021
Q1 		$455K Buy
4,291
+44
+1% +$4.48K 0.06% 148
2020
Q4 		$423K Sell
4,247
-545
-11% -$55.1K 0.07% 126
2020
Q3 		$482K Sell
4,792
-843
-15% -$84.5K 0.09% 103
2020
Q2 		$526K Buy
5,635
+120
+2% +$10.7K 0.12% 82
2020
Q1 		$443K Buy
+5,515
New +$482K 0.12% 85

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's PLD Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Prologis (PLD) in Q2 2021, closing a stake of 4,291 shares — an estimated $455K sold.

Insight Wealth Strategies first reported a position in PLD in Q1 2020 and held it in 5 quarters. The position peaked at $526K in Q2 2020. 1,053 funds tracked by Wall St. Rank hold PLD as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Prologis position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,291 Prologis shares in Q2 2021, an estimated $455K.
  • Insight Wealth Strategies first reported a position in Prologis in Q1 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's Prologis position peaked at $526K in Q2 2020.
  • 1,053 funds tracked by Wall St. Rank held Prologis as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.