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Phoenix Wealth Advisors’s Prologis PLD Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-108
Closed -$14K – 295
2021
Q3 		$14K Sell
108
-111
-51% -$14.4K 0.01% 288
2021
Q2 		$27K Buy
219
+22
+11% +$2.57K 0.02% 233
2021
Q1 		$21K Buy
197
+86
+77% +$8.76K 0.02% 257
2020
Q4 		$11K Buy
+111
New +$11.2K 0.01% 292

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Phoenix Wealth Advisors's PLD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Prologis (PLD) in Q4 2021, closing a stake of 108 shares — an estimated $14K sold.

Phoenix Wealth Advisors first reported a position in PLD in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 1,252 funds tracked by Wall St. Rank hold PLD as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Prologis position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 108 Prologis shares in Q4 2021, an estimated $14K.
  • Phoenix Wealth Advisors first reported a position in Prologis in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Prologis position peaked at $27K in Q2 2021.
  • 1,252 funds tracked by Wall St. Rank held Prologis as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.