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Peak Financial Advisors’s Prologis PLD Stock Holding History

Peak Financial 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
2022
Q3 		– Sell
-11,122
Closed -$1.31M – 70
2022
Q2 		$1.31M Buy
11,122
+2,399
+28% +$332K 1.3% 28
2022
Q1 		$1.41M Buy
+8,723
New +$1.33M 1.21% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Financial Advisors's PLD Position: Q3 2022 in Review

Peak Financial Advisors sold out of Prologis (PLD) in Q3 2022, closing a stake of 11,122 shares — an estimated $1.31M sold.

Peak Financial Advisors first reported a position in PLD in Q1 2022 and held it in 2 quarters. The position peaked at $1.41M in Q1 2022. 1,184 funds tracked by Wall St. Rank hold PLD as of Q3 2022.

  • Peak Financial Advisors reported no remaining Prologis position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 11,122 Prologis shares in Q3 2022, an estimated $1.31M.
  • Peak Financial Advisors first reported a position in Prologis in Q1 2022 and held it in 2 quarters.
  • Peak Financial Advisors's Prologis position peaked at $1.41M in Q1 2022.
  • 1,184 funds tracked by Wall St. Rank held Prologis as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.