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SVA Wealth Management’s Prologis PLD Stock Holding History

SVA 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
2020
Q4 		$226K Sell
2,272
-239
-10% -$24.2K 0.02% 220
2020
Q3 		$253K Hold
2,511
– – 0.03% 184
2020
Q2 		$234K Sell
2,511
-60
-2% -$5.35K 0.03% 183
2020
Q1 		$207K Buy
+2,571
New +$225K 0.02% 181

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's PLD Position: Q4 2020 in Review

SVA Wealth Management reduced its Prologis (PLD) stake by 9.5% in Q4 2020, selling an estimated $24.2K and leaving 2,272 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #220.

SVA Wealth Management first reported a position in PLD in Q1 2020 and has held it in 4 quarters since. The position peaked at $253K in Q3 2020. 1,004 funds tracked by Wall St. Rank hold PLD as of Q4 2020.

  • SVA Wealth Management held 2,272 shares of Prologis worth $226K as of Q4 2020.
  • SVA Wealth Management sold 239 Prologis shares in Q4 2020, an estimated $24.2K.
  • Prologis made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #220 holding.
  • SVA Wealth Management first reported a position in Prologis in Q1 2020 and has held it in 4 quarters since.
  • SVA Wealth Management's Prologis position peaked at $253K in Q3 2020.
  • 1,004 funds tracked by Wall St. Rank held Prologis as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.