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Sutton Wealth Advisors’s Prologis PLD Stock Holding History

Sutton Wealth 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
2023
Q3 		$50.2K Hold
447
– – 0.02% 224
2023
Q2 		$54.8K Sell
447
-1
-0.2% -$123 0.03% 215
2023
Q1 		$55.9K Sell
448
-1,179
-72% -$145K 0.03% 194
2022
Q4 		$183K Buy
1,627
+69
+4% +$7.64K 0.07% 183
2022
Q3 		$158K Buy
1,558
+5
+0.3% +$620 0.06% 190
2022
Q2 		$183K Buy
1,553
+36
+2% +$4.98K 0.07% 174
2022
Q1 		$245K Buy
1,517
+8
+0.5% +$1.22K 0.08% 159
2021
Q4 		$254K Hold
1,509
– – 0.08% 159
2021
Q3 		$189K Buy
1,509
+5
+0.3% +$649 0.07% 179
2021
Q2 		$180K Hold
1,504
– – 0.07% 186
2021
Q1 		$159K Buy
1,504
+10
+0.7% +$1.02K 0.06% 195
2020
Q4 		$149K Buy
1,494
+25
+2% +$2.53K 0.06% 188
2020
Q3 		$148K Hold
1,469
– – 0.07% 171
2020
Q2 		$137K Buy
1,469
+12
+0.8% +$1.07K 0.07% 175
2020
Q1 		$117K Buy
1,457
+180
+14% +$15.7K 0.07% 177
2019
Q4 		$114K Hold
1,277
– – 0.06% 202
2019
Q3 		$109K Buy
1,277
+18
+1% +$1.49K 0.06% 201
2019
Q2 		$101K Buy
1,259
+13
+1% +$989 0.06% 209
2019
Q1 		$89.7K Buy
1,246
+8
+0.6% +$546 0.05% 223
2018
Q4 		$72.7K Hold
1,238
– – 0.05% 230
2018
Q3 		$83.9K Buy
1,238
+233
+23% +$15.3K 0.06% 215
2018
Q2 		$66K Hold
1,005
– – 0.05% 238
2018
Q1 		$63.3K Hold
1,005
– – 0.05% 233
2017
Q4 		$64.8K Hold
1,005
– – 0.05% 231
2017
Q3 		$63.8K Hold
1,005
– – 0.05% 233
2017
Q2 		$58.9K Hold
1,005
– – 0.05% 241
2017
Q1 		$52.1K Hold
1,005
– – 0.04% 254
2016
Q4 		$53.1K Hold
1,005
– – 0.05% 256
2016
Q3 		$53.8K Hold
1,005
– – 0.05% 245
2016
Q2 		$49.3K Hold
1,005
– – 0.05% 246
2016
Q1 		$44.4K Buy
+1,005
New +$40.3K 0.04% 263

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sutton Wealth Advisors's PLD Position: Q3 2023 in Review

Sutton Wealth Advisors held its Prologis (PLD) position steady in Q3 2023 at 447 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #224.

Sutton Wealth Advisors first reported a position in PLD in Q1 2016 and has held it in 31 quarters since. The position peaked at $254K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Sutton Wealth Advisors held 447 shares of Prologis worth $50.2K as of Q3 2023.
  • Sutton Wealth Advisors left its Prologis share count unchanged in Q3 2023.
  • Prologis made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #224 holding.
  • Sutton Wealth Advisors first reported a position in Prologis in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Prologis position peaked at $254K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.