SFA
PLD icon

Source Financial Advisors’s Prologis PLD Stock Holding History

Source 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
Q3 		$259K Sell
2,053
-527
-20% -$65.4K 0.08% 102
2024
Q2 		$290K Sell
2,580
-67
-3% -$7.42K 0.09% 95
2024
Q1 		$345K Sell
2,647
-1,338
-34% -$175K 0.1% 89
2023
Q4 		$531K Sell
3,985
-218
-5% -$24.7K 0.16% 78
2023
Q3 		$472K Sell
4,203
-235
-5% -$28.7K 0.16% 79
2023
Q2 		$544K Buy
4,438
+88
+2% +$10.8K 0.18% 75
2023
Q1 		$543K Sell
4,350
-1,682
-28% -$207K 0.18% 73
2022
Q4 		$680K Buy
6,032
+28
+0.5% +$3.1K 0.26% 66
2022
Q3 		$610K Sell
6,004
-212
-3% -$26.3K 0.24% 67
2022
Q2 		$732K Sell
6,216
-136
-2% -$18.8K 0.29% 63
2022
Q1 		$1.03M Sell
6,352
-201
-3% -$30.7K 0.3% 53
2021
Q4 		$1.1M Sell
6,553
-141
-2% -$21K 0.3% 54
2021
Q3 		$840K Sell
6,694
-127
-2% -$16.5K 0.22% 55
2021
Q2 		$815K Buy
6,821
+198
+3% +$23.1K 0.21% 57
2021
Q1 		$702K Buy
6,623
+50
+0.8% +$5.09K 0.19% 61
2020
Q4 		$655K Buy
+6,573
New +$664K 0.18% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Source Financial Advisors's PLD Position: Q3 2024 in Review

Source Financial Advisors reduced its Prologis (PLD) stake by 20% in Q3 2024, selling an estimated $65.4K and leaving 2,053 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #102.

Source Financial Advisors first reported a position in PLD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • Source Financial Advisors held 2,053 shares of Prologis worth $259K as of Q3 2024.
  • Source Financial Advisors sold 527 Prologis shares in Q3 2024, an estimated $65.4K.
  • Prologis made up 0.08% of Source Financial Advisors's portfolio in Q3 2024, its #102 holding.
  • Source Financial Advisors first reported a position in Prologis in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Prologis position peaked at $1.1M in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.