Meridian Wealth Advisors’s Prologis PLD Stock Holding History

Meridian Wealth Advisors’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	-2,264	Closed	-$254K	–	181
2023 Q3	$254K	Buy	2,264 +9	+0.4%	+$1.1K	0.06%	156
2023 Q2	$277K	Sell	2,255 -12	-0.5%	-$1.48K	0.07%	151
2023 Q1	$283K	Buy	2,267 +7	+0.3%	+$860	0.07%	155
2022 Q4	$255K	Buy	+2,260	New	+$250K	0.07%	164
2019 Q1	–	Sell	-912	Closed	-$54K	–	325
2018 Q4	$54K	Buy	+912	New	+$59.1K	0.04%	239

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

Meridian Wealth Advisors's PLD Position: Q4 2023 in Review

Meridian Wealth Advisors sold out of Prologis (PLD) in Q4 2023, closing a stake of 2,264 shares — an estimated $254K sold.

Meridian Wealth Advisors first reported a position in PLD in Q4 2018 and held it in 5 quarters. The position peaked at $283K in Q1 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

Meridian Wealth Advisors reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 2,264 Prologis shares in Q4 2023, an estimated $254K.
Meridian Wealth Advisors first reported a position in Prologis in Q4 2018 and held it in 5 quarters.
Meridian Wealth Advisors's Prologis position peaked at $283K in Q1 2023.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Meridian Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.