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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of Prologis (PLD) in Q4 2023, closing a stake of 15,083 shares — an estimated $1.69M sold.

Outlook Wealth Advisors first reported a position in PLD in Q1 2021 and held it in 8 quarters. The position peaked at $1.88M in Q1 2023. 1,479 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

  • Outlook Wealth Advisors reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 15,083 Prologis shares in Q4 2023, an estimated $1.69M.
  • Outlook Wealth Advisors first reported a position in Prologis in Q1 2021 and held it in 8 quarters.
  • Outlook Wealth Advisors's Prologis position peaked at $1.88M in Q1 2023.
  • 1,479 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.