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Personal Wealth Partners’s Prologis PLD Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-20
Closed -$2K – 315
2021
Q2 		$2K Buy
+20
New +$2.34K ﹤0.01% 391
2020
Q1 		– Sell
-15
Closed -$1K – 461
2019
Q4 		$1K Hold
15
– – ﹤0.01% 454
2019
Q3 		$1K Buy
+15
New +$1.24K ﹤0.01% 468

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's PLD Position: Q3 2021 in Review

Personal Wealth Partners sold out of Prologis (PLD) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in PLD in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold PLD as of Q3 2021.

  • Personal Wealth Partners reported no remaining Prologis position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 20 Prologis shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Prologis in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Prologis position peaked at $2K in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held Prologis as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.