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Laidlaw Wealth Management’s Prologis PLD Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,358
Closed -$314K – 223
2023
Q4 		$314K Sell
2,358
-74
-3% -$8.4K 0.11% 178
2023
Q3 		$273K Sell
2,432
-325
-12% -$39.8K 0.09% 206
2023
Q2 		$338K Sell
2,757
-104
-4% -$12.8K 0.07% 250
2023
Q1 		$357K Buy
2,861
+50
+2% +$6.14K 0.07% 241
2022
Q4 		$317K Buy
2,811
+193
+7% +$21.4K 0.07% 259
2022
Q3 		$266K Buy
2,618
+78
+3% +$9.67K 0.06% 259
2022
Q2 		$299K Buy
2,540
+72
+3% +$9.95K 0.06% 267
2022
Q1 		$399K Buy
2,468
+158
+7% +$24.1K 0.07% 254
2021
Q4 		$389K Buy
2,310
+156
+7% +$23.3K 0.06% 260
2021
Q3 		$270K Buy
2,154
+134
+7% +$17.4K 0.07% 196
2021
Q2 		$241K Buy
+2,020
New +$236K 0.06% 221

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laidlaw Wealth Management's PLD Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Prologis (PLD) in Q1 2024, closing a stake of 2,358 shares — an estimated $314K sold.

Laidlaw Wealth Management first reported a position in PLD in Q2 2021 and held it in 11 quarters. The position peaked at $399K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,358 Prologis shares in Q1 2024, an estimated $314K.
  • Laidlaw Wealth Management first reported a position in Prologis in Q2 2021 and held it in 11 quarters.
  • Laidlaw Wealth Management's Prologis position peaked at $399K in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.