Prio Wealth Limited Partnership’s Prologis PLD Stock Holding History

Prio Wealth Limited Partnership’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
2024 Q3	$292K	Buy	2,315 +25	+1%	+$3.1K	0.01%	225
2024 Q2	$257K	Sell	2,290 -66	-3%	-$7.31K	0.01%	231
2024 Q1	$307K	Buy	2,356 +30	+1%	+$3.92K	0.01%	229
2023 Q4	$310K	Sell	2,326 -114	-5%	-$12.9K	0.01%	214
2023 Q3	$274K	Buy	2,440 +136	+6%	+$16.6K	0.01%	219
2023 Q2	$283K	Buy	2,304 +84	+4%	+$10.3K	0.01%	219
2023 Q1	$277K	Buy	2,220 +150	+7%	+$18.4K	0.01%	221
2022 Q4	$233K	Sell	2,070 -136	-6%	-$15.1K	0.01%	231
2022 Q3	$224K	Hold	2,206	–	–	0.01%	231
2022 Q2	$260K	Hold	2,206	–	–	0.01%	232
2022 Q1	$357K	Hold	2,206	–	–	0.01%	217
2021 Q4	$371K	Hold	2,206	–	–	0.01%	217
2021 Q3	$277K	Hold	2,206	–	–	0.01%	240
2021 Q2	$263K	Sell	2,206 -661	-23%	-$77.3K	0.01%	250
2021 Q1	$304K	Hold	2,867	–	–	0.01%	236
2020 Q4	$286K	Hold	2,867	–	–	0.01%	247
2020 Q3	$289K	Hold	2,867	–	–	0.01%	215
2020 Q2	$268K	Hold	2,867	–	–	0.01%	218
2020 Q1	$230K	Buy	+2,867	New	+$250K	0.01%	216

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Prio Wealth Limited Partnership's PLD Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its Prologis (PLD) stake by 1.1% in Q3 2024, buying an estimated $3.1K and bringing the position to 2,315 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #225.

Prio Wealth Limited Partnership first reported a position in PLD in Q1 2020 and has held it in 19 quarters since. The position peaked at $371K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

Prio Wealth Limited Partnership held 2,315 shares of Prologis worth $292K as of Q3 2024.
Prio Wealth Limited Partnership bought 25 Prologis shares in Q3 2024, an estimated $3.1K.
Prologis made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #225 holding.
Prio Wealth Limited Partnership first reported a position in Prologis in Q1 2020 and has held it in 19 quarters since.
Prio Wealth Limited Partnership's Prologis position peaked at $371K in Q4 2021.
1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.