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TCI Wealth Advisors’s Prologis PLD Stock Holding History

TCI 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
Q2 		– Sell
-974
Closed -$122K – 1669
2023
Q1 		$122K Buy
974
+28
+3% +$3.44K 0.02% 249
2022
Q4 		$107K Buy
946
+547
+137% +$60.6K 0.01% 248
2022
Q3 		$41K Buy
399
+102
+34% +$12.7K 0.01% 422
2022
Q2 		$35K Sell
297
-248
-46% -$34.3K 0.01% 468
2022
Q1 		$88K Buy
545
+185
+51% +$28.2K 0.01% 282
2021
Q4 		$61K Buy
360
+21
+6% +$3.13K 0.01% 361
2021
Q3 		$43K Buy
339
+70
+26% +$9.08K 0.01% 464
2021
Q2 		$32K Buy
269
+54
+25% +$6.31K 0.01% 504
2021
Q1 		$23K Buy
215
+60
+39% +$6.11K 0.01% 538
2020
Q4 		$15K Hold
155
– – 0.01% 559
2020
Q3 		$16K Hold
155
– – 0.01% 488
2020
Q2 		$14K Sell
155
-185
-54% -$16.5K 0.01% 509
2020
Q1 		$27K Buy
340
+133
+64% +$11.6K 0.01% 411
2019
Q4 		$18K Buy
207
+45
+28% +$3.99K 0.01% 574
2019
Q3 		$14K Sell
162
-12
-7% -$993 0.01% 562
2019
Q2 		$14K Sell
174
-137
-44% -$10.4K 0.01% 551
2019
Q1 		$22K Buy
311
+21
+7% +$1.43K 0.01% 481
2018
Q4 		$17K Buy
290
+22
+8% +$1.43K 0.01% 511
2018
Q3 		$18K Buy
268
+60
+29% +$3.94K 0.01% 524
2018
Q2 		$14K Buy
208
+71
+52% +$4.57K 0.01% 575
2018
Q1 		$9K Hold
137
– – ﹤0.01% 644
2017
Q4 		$9K Hold
137
– – ﹤0.01% 659
2017
Q3 		$9K Hold
137
– – ﹤0.01% 627
2017
Q2 		$8K Buy
+137
New +$7.63K ﹤0.01% 643

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Wealth Advisors's PLD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Prologis (PLD) in Q2 2023, closing a stake of 974 shares — an estimated $122K sold.

TCI Wealth Advisors first reported a position in PLD in Q2 2017 and held it in 24 quarters. The position peaked at $122K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold PLD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Prologis position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 974 Prologis shares in Q2 2023, an estimated $122K.
  • TCI Wealth Advisors first reported a position in Prologis in Q2 2017 and held it in 24 quarters.
  • TCI Wealth Advisors's Prologis position peaked at $122K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held Prologis as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.