PFG Private Wealth Management’s Prologis PLD Stock Holding History

PFG 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
2023 Q4	–	Sell	-1,065	Closed	-$120K	–	282
2023 Q3	$120K	Sell	1,065 -176	-14%	-$21.5K	0.09%	57
2023 Q2	$152K	Buy	+1,241	New	+$153K	0.09%	69

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PFG Private Wealth Management's PLD Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Prologis (PLD) in Q4 2023, closing a stake of 1,065 shares — an estimated $120K sold.

PFG Private Wealth Management first reported a position in PLD in Q2 2023 and held it in 2 quarters. The position peaked at $152K in Q2 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

PFG Private Wealth Management reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 1,065 Prologis shares in Q4 2023, an estimated $120K.
PFG Private Wealth Management first reported a position in Prologis in Q2 2023 and held it in 2 quarters.
PFG Private Wealth Management's Prologis position peaked at $152K in Q2 2023.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.