OWA
PLD icon

Outlook Wealth Advisors’s Prologis PLD Stock Holding History

Outlook 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
-15,083
Closed -$1.69M – 263
2023
Q3 		$1.69M Buy
15,083
+183
+1% +$22.4K 0.65% 38
2023
Q2 		$1.83M Sell
14,900
-149
-1% -$18.3K 0.69% 34
2023
Q1 		$1.88M Buy
15,049
+4,333
+40% +$533K 0.84% 30
2022
Q4 		$1.21M Buy
+10,716
New +$1.19M 0.57% 41
2022
Q1 		– Sell
-3,119
Closed -$525K – 210
2021
Q4 		$525K Buy
3,119
+50
+2% +$7.46K 0.15% 135
2021
Q3 		$385K Buy
3,069
+61
+2% +$7.92K 0.13% 162
2021
Q2 		$360K Buy
3,008
+209
+7% +$24.4K 0.12% 169
2021
Q1 		$297K Buy
+2,799
New +$285K 0.1% 169

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $298B AUM 21.96% 1-Year Est. Return