PRW Wealth Management’s Prologis PLD Stock Holding History

PRW 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
2021 Q3	–	Sell	-2,258	Closed	-$270K	–	238
2021 Q2	$270K	Buy	+2,258	New	+$264K	0.08%	224
2019 Q2	–	Sell	-511	Closed	-$36K	–	505
2019 Q1	$36K	Sell	511 -51	-9%	-$3.48K	0.03%	179
2018 Q4	$33K	Buy	+562	New	+$36.4K	0.04%	183

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

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 Baltimore, Maryland $865B AUM 30.76% 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

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

PRW Wealth Management's PLD Position: Q3 2021 in Review

PRW Wealth Management sold out of Prologis (PLD) in Q3 2021, closing a stake of 2,258 shares — an estimated $270K sold.

PRW Wealth Management first reported a position in PLD in Q4 2018 and held it in 3 quarters. The position peaked at $270K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold PLD as of Q3 2021.

PRW Wealth Management reported no remaining Prologis position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 2,258 Prologis shares in Q3 2021, an estimated $270K.
PRW Wealth Management first reported a position in Prologis in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Prologis position peaked at $270K in Q2 2021.
1,081 funds tracked by Wall St. Rank held Prologis as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.