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Pinnacle Wealth Management Group’s Prologis PLD Stock Holding History

Pinnacle Wealth Management Group’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
Q4 		– Sell
-2,193
Closed -$223K – 106
2022
Q3 		$223K Hold
2,193
– – 0.2% 100
2022
Q2 		$258K Hold
2,193
– – 0.22% 94
2022
Q1 		$354K Hold
2,193
– – 0.27% 87
2021
Q4 		$369K Hold
2,193
– – 0.27% 81
2021
Q3 		$275K Hold
2,193
– – 0.21% 100
2021
Q2 		$262K Buy
+2,193
New +$256K 0.19% 108

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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

Pinnacle Wealth Management Group's PLD Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of Prologis (PLD) in Q4 2022, closing a stake of 2,193 shares — an estimated $223K sold.

Pinnacle Wealth Management Group first reported a position in PLD in Q2 2021 and held it in 6 quarters. The position peaked at $369K in Q4 2021. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

  • Pinnacle Wealth Management Group reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 2,193 Prologis shares in Q4 2022, an estimated $223K.
  • Pinnacle Wealth Management Group first reported a position in Prologis in Q2 2021 and held it in 6 quarters.
  • Pinnacle Wealth Management Group's Prologis position peaked at $369K in Q4 2021.
  • 1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.