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Laurel Wealth Advisors (California)’s Prologis PLD Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-2,521
Closed -$256K – 663
2022
Q3 		$256K Buy
2,521
+27
+1% +$3.35K 0.03% 531
2022
Q2 		$293K Hold
2,494
– – 0.03% 498
2022
Q1 		$402K Sell
2,494
-339
-12% -$51.7K 0.03% 491
2021
Q4 		$477K Buy
+2,833
New +$423K 0.04% 464

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PLD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Prologis (PLD) in Q4 2022, closing a stake of 2,521 shares — an estimated $256K sold.

Laurel Wealth Advisors (California) first reported a position in PLD in Q4 2021 and held it in 4 quarters. The position peaked at $477K in Q4 2021. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,521 Prologis shares in Q4 2022, an estimated $256K.
  • Laurel Wealth Advisors (California) first reported a position in Prologis in Q4 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Prologis position peaked at $477K in Q4 2021.
  • 1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.