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Resurgent Financial Advisors’s Prologis PLD Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-246
Closed -$32.8K – 403
2023
Q4 		$32.8K Sell
246
-18
-7% -$2.04K 0.02% 414
2023
Q3 		$29.6K Buy
264
+70
+36% +$8.56K 0.02% 418
2023
Q2 		$23.8K Sell
194
-52
-21% -$6.4K 0.02% 465
2023
Q1 		$30.7K Sell
246
-473
-66% -$58.1K 0.02% 418
2022
Q4 		$81.1K Buy
+719
New +$79.7K 0.04% 338

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Resurgent Financial Advisors's PLD Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Prologis (PLD) in Q1 2024, closing a stake of 246 shares — an estimated $32.8K sold.

Resurgent Financial Advisors first reported a position in PLD in Q4 2022 and held it in 5 quarters. The position peaked at $81.1K in Q4 2022. 1,481 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 246 Prologis shares in Q1 2024, an estimated $32.8K.
  • Resurgent Financial Advisors first reported a position in Prologis in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Prologis position peaked at $81.1K in Q4 2022.
  • 1,481 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.