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Oakwell Private Wealth Management’s Prologis PLD Stock Holding History

Oakwell Private 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
Q3 		– Sell
-15,506
Closed -$1.74M – 65
2024
Q2 		$1.74M Buy
15,506
+575
+4% +$63.7K 0.49% 24
2024
Q1 		$1.94M Buy
14,931
+648
+5% +$84.7K 0.59% 22
2023
Q4 		$1.9M Buy
14,283
+948
+7% +$108K 0.67% 21
2023
Q3 		$1.5M Buy
13,335
+110
+0.8% +$13.5K 0.63% 23
2023
Q2 		$1.62M Buy
13,225
+171
+1% +$21K 0.68% 23
2023
Q1 		$1.63M Buy
13,054
+7,946
+156% +$977K 0.74% 21
2022
Q4 		$576K Buy
5,108
+342
+7% +$37.9K 0.28% 35
2022
Q3 		$484K Buy
4,766
+20
+0.4% +$2.48K 0.27% 38
2022
Q2 		$558K Sell
4,746
-212
-4% -$29.3K 0.32% 37
2022
Q1 		$801K Hold
4,958
– – 0.4% 32
2021
Q4 		$835K Sell
4,958
-157
-3% -$23.4K 0.42% 29
2021
Q3 		$642K Sell
5,115
-5,615
-52% -$729K 0.35% 32
2021
Q2 		$1.28M Sell
10,730
-236
-2% -$27.6K 0.82% 20
2021
Q1 		$1.16M Buy
10,966
+157
+1% +$16K 0.82% 19
2020
Q4 		$1.08M Buy
+10,809
New +$1.09M 0.85% 21

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oakwell Private Wealth Management's PLD Position: Q3 2024 in Review

Oakwell Private Wealth Management sold out of Prologis (PLD) in Q3 2024, closing a stake of 15,506 shares — an estimated $1.74M sold.

Oakwell Private Wealth Management first reported a position in PLD in Q4 2020 and held it in 15 quarters. The position peaked at $1.94M in Q1 2024. 1,499 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • Oakwell Private Wealth Management reported no remaining Prologis position as of Q3 2024 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 15,506 Prologis shares in Q3 2024, an estimated $1.74M.
  • Oakwell Private Wealth Management first reported a position in Prologis in Q4 2020 and held it in 15 quarters.
  • Oakwell Private Wealth Management's Prologis position peaked at $1.94M in Q1 2024.
  • 1,499 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.