Napa Wealth Management’s Prologis PLD Stock Holding History

Napa 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 Q4	–	Sell	-2,432	Closed	-$307K	–	202
2024 Q3	$307K	Buy	2,432 +429	+21%	+$53.2K	0.15%	132
2024 Q2	$225K	Buy	+2,003	New	+$222K	0.15%	101

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

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

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

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

AAMU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Napa Wealth Management's PLD Position: Q4 2024 in Review

Napa Wealth Management sold out of Prologis (PLD) in Q4 2024, closing a stake of 2,432 shares — an estimated $307K sold.

Napa Wealth Management first reported a position in PLD in Q2 2024 and held it in 2 quarters. The position peaked at $307K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

Napa Wealth Management reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 2,432 Prologis shares in Q4 2024, an estimated $307K.
Napa Wealth Management first reported a position in Prologis in Q2 2024 and held it in 2 quarters.
Napa Wealth Management's Prologis position peaked at $307K in Q3 2024.
1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.