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Robertson Stephens Wealth Management’s Prologis PLD Stock Holding History

Robertson Stephens 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
2024
Q1 		– Sell
-1,517
Closed -$202K – 504
2023
Q4 		$202K Buy
+1,517
New +$172K 0.01% 432
2023
Q2 		– Sell
-1,680
Closed -$210K – 446
2023
Q1 		$210K Buy
+1,680
New +$206K 0.02% 416
2022
Q4 		– Sell
-2,135
Closed -$216K – 430
2022
Q3 		$216K Buy
2,135
+9
+0.4% +$1.12K 0.02% 332
2022
Q2 		$250K Buy
2,126
+166
+8% +$22.9K 0.02% 320
2022
Q1 		$316K Buy
1,960
+183
+10% +$27.9K 0.03% 303
2021
Q4 		$299K Buy
1,777
+7
+0.4% +$1.04K 0.03% 319
2021
Q3 		$222K Sell
1,770
-7
-0.4% -$908 0.03% 292
2021
Q2 		$212K Buy
+1,777
New +$208K 0.03% 313

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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