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SYSTM Wealth Solutions’s Prologis PLD Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,389
Closed -$156K – 485
2024
Q2 		$156K Sell
1,389
-320
-19% -$35.4K 0.03% 209
2024
Q1 		$223K Sell
1,709
-148
-8% -$19.3K 0.03% 384
2023
Q4 		$247K Buy
+1,857
New +$211K 0.03% 356

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

SYSTM Wealth Solutions's PLD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Prologis (PLD) in Q3 2024, closing a stake of 1,389 shares — an estimated $156K sold.

SYSTM Wealth Solutions first reported a position in PLD in Q4 2023 and held it in 3 quarters. The position peaked at $247K in Q4 2023. 1,498 funds tracked by Wall St. Rank hold PLD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Prologis position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,389 Prologis shares in Q3 2024, an estimated $156K.
  • SYSTM Wealth Solutions first reported a position in Prologis in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Prologis position peaked at $247K in Q4 2023.
  • 1,498 funds tracked by Wall St. Rank held Prologis as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.