Tandem Wealth Advisors’s Prologis PLD Stock Holding History

Tandem 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 Q1	–	Sell	-1,670	Closed	-$188K	–	68
2022 Q4	$188K	Buy	+1,670	New	+$185K	0.12%	50

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

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

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

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

Tandem Wealth Advisors's PLD Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Prologis (PLD) in Q1 2023, closing a stake of 1,670 shares — an estimated $188K sold.

Tandem Wealth Advisors first reported a position in PLD in Q4 2022 and held it in 1 quarter. The position peaked at $188K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold PLD as of Q1 2023.

Tandem Wealth Advisors reported no remaining Prologis position as of Q1 2023 after selling out during the quarter.
Tandem Wealth Advisors sold 1,670 Prologis shares in Q1 2023, an estimated $188K.
Tandem Wealth Advisors first reported a position in Prologis in Q4 2022 and held it in 1 quarter.
Tandem Wealth Advisors's Prologis position peaked at $188K in Q4 2022.
1,373 funds tracked by Wall St. Rank held Prologis as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.