RVW Wealth’s Prologis PLD Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-98	Closed	-$11K	–	307
2023 Q3	$11K	Buy	+98	New	+$12K	﹤0.01%	365

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RVW Wealth's PLD Position: Q4 2023 in Review

RVW Wealth sold out of Prologis (PLD) in Q4 2023, closing a stake of 98 shares — an estimated $11K sold.

RVW Wealth first reported a position in PLD in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 1,474 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

RVW Wealth reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 98 Prologis shares in Q4 2023, an estimated $11K.
RVW Wealth first reported a position in Prologis in Q3 2023 and held it in 1 quarter.
RVW Wealth's Prologis position peaked at $11K in Q3 2023.
1,474 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.