Legacy Financial Group (Iowa)’s Prologis PLD Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-643	Closed	-$72.2K	–	384
2023 Q3	$72.2K	Buy	+643	New	+$78.7K	0.02%	155

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PLD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Prologis (PLD) in Q4 2023, closing a stake of 643 shares — an estimated $72.2K sold.

Legacy Financial Group (Iowa) first reported a position in PLD in Q3 2023 and held it in 1 quarter. The position peaked at $72.2K in Q3 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 643 Prologis shares in Q4 2023, an estimated $72.2K.
Legacy Financial Group (Iowa) first reported a position in Prologis in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Prologis position peaked at $72.2K in Q3 2023.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.