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Regent Peak Wealth Advisors’s Prologis PLD Stock Holding History

Regent Peak 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
2024
Q4 		– Sell
-1,615
Closed -$204K – 193
2024
Q3 		$204K Buy
+1,615
New +$200K 0.05% 169
2024
Q2 		– Sell
-1,553
Closed -$202K – 177
2024
Q1 		$202K Sell
1,553
-162
-9% -$21.2K 0.05% 162
2023
Q4 		$229K Sell
1,715
-174
-9% -$19.8K 0.06% 139
2023
Q3 		$212K Buy
1,889
+18
+1% +$2.2K 0.06% 136
2023
Q2 		$229K Buy
1,871
+8
+0.4% +$984 0.07% 133
2023
Q1 		$232K Buy
1,863
+33
+2% +$4.06K 0.07% 134
2022
Q4 		$206K Buy
+1,830
New +$203K 0.07% 155
2021
Q1 		– Sell
-940
Closed -$94K – 755
2020
Q4 		$94K Buy
+940
New +$95K 0.03% 227

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regent Peak Wealth Advisors's PLD Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,615 shares — an estimated $204K sold.

Regent Peak Wealth Advisors first reported a position in PLD in Q4 2020 and held it in 8 quarters. The position peaked at $232K in Q1 2023. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,615 Prologis shares in Q4 2024, an estimated $204K.
  • Regent Peak Wealth Advisors first reported a position in Prologis in Q4 2020 and held it in 8 quarters.
  • Regent Peak Wealth Advisors's Prologis position peaked at $232K in Q1 2023.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.