Summit Wealth Group’s Prologis PLD Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-53,651	Closed	–	–	209
2023 Q1	$0	Buy	+53,651	New	+$6.59M	﹤0.01%	234
2021 Q3	–	Sell	-525	Closed	-$63K	–	175
2021 Q2	$63K	Hold	525	–	–	0.09%	45
2021 Q1	$56K	Buy	+525	New	+$53.5K	0.09%	45

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group's PLD Position: Q2 2023 in Review

Summit Wealth Group sold out of Prologis (PLD) in Q2 2023, closing a stake of 53,651 shares.

Summit Wealth Group first reported a position in PLD in Q1 2021 and held it in 3 quarters. The position peaked at $63K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

Summit Wealth Group reported no remaining Prologis position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 53,651 Prologis shares in Q2 2023.
Summit Wealth Group first reported a position in Prologis in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Prologis position peaked at $63K in Q2 2021.
1,394 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.