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Summit Wealth & Retirement Planning’s Prologis PLD Stock Holding History

Summit Wealth & Retirement Planning’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
-2,183
Closed -$272K – 93
2023
Q1 		$272K Sell
2,183
-1,360
-38% -$167K 0.1% 90
2022
Q4 		$399K Buy
+3,543
New +$392K 0.16% 73

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth & Retirement Planning's PLD Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Prologis (PLD) in Q2 2023, closing a stake of 2,183 shares — an estimated $272K sold.

Summit Wealth & Retirement Planning first reported a position in PLD in Q4 2022 and held it in 2 quarters. The position peaked at $399K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Prologis position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,183 Prologis shares in Q2 2023, an estimated $272K.
  • Summit Wealth & Retirement Planning first reported a position in Prologis in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Prologis position peaked at $399K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

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