SPWM
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Spartan Planning & Wealth Management’s Prologis PLD Stock Holding History

Spartan Planning & 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
2022
Q2 		– Sell
-1,960
Closed -$317K – 140
2022
Q1 		$317K Buy
+1,960
New +$299K 0.4% 34

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 $3.38T AUM 44.17% 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

Spartan Planning & Wealth Management's PLD Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Prologis (PLD) in Q2 2022, closing a stake of 1,960 shares — an estimated $317K sold.

Spartan Planning & Wealth Management first reported a position in PLD in Q1 2022 and held it in 1 quarter. The position peaked at $317K in Q1 2022. 1,209 funds tracked by Wall St. Rank hold PLD as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Prologis position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1,960 Prologis shares in Q2 2022, an estimated $317K.
  • Spartan Planning & Wealth Management first reported a position in Prologis in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Prologis position peaked at $317K in Q1 2022.
  • 1,209 funds tracked by Wall St. Rank held Prologis as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.