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	–	429
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Robertson Stephens Wealth Management's PLD Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of Prologis (PLD) in Q1 2024, closing a stake of 1,517 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in PLD in Q2 2021 and held it in 8 quarters. The position peaked at $316K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

Robertson Stephens Wealth Management reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 1,517 Prologis shares in Q1 2024, an estimated $202K.
Robertson Stephens Wealth Management first reported a position in Prologis in Q2 2021 and held it in 8 quarters.
Robertson Stephens Wealth Management's Prologis position peaked at $316K in Q1 2022.
1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.