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Schneider Downs Wealth Management Advisors’s Prologis PLD Stock Holding History

Schneider Downs Wealth Management 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
2022
Q2 		– Sell
-2,163
Closed -$349K – 149
2022
Q1 		$349K Sell
2,163
-8
-0.4% -$1.22K 0.09% 97
2021
Q4 		$366K Hold
2,171
– – 0.09% 99
2021
Q3 		$272K Sell
2,171
-168
-7% -$21.8K 0.07% 116
2021
Q2 		$280K Buy
+2,339
New +$273K 0.07% 107

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PLD Position: Q2 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Prologis (PLD) in Q2 2022, closing a stake of 2,163 shares — an estimated $349K sold.

Schneider Downs Wealth Management Advisors first reported a position in PLD in Q2 2021 and held it in 4 quarters. The position peaked at $366K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold PLD as of Q2 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Prologis position as of Q2 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,163 Prologis shares in Q2 2022, an estimated $349K.
  • Schneider Downs Wealth Management Advisors first reported a position in Prologis in Q2 2021 and held it in 4 quarters.
  • Schneider Downs Wealth Management Advisors's Prologis position peaked at $366K in Q4 2021.
  • 1,209 funds tracked by Wall St. Rank held Prologis as of Q2 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.