TFO Wealth Partners’s Prologis PLD Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-37	Closed	-$4K	–	398
2022 Q2	$4K	Buy	+37	New	+$5.12K	﹤0.01%	232
2022 Q1	–	Sell	-14	Closed	-$2K	–	154
2021 Q4	$2K	Buy	+14	New	+$2.09K	﹤0.01%	124

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFO Wealth Partners's PLD Position: Q3 2022 in Review

TFO Wealth Partners sold out of Prologis (PLD) in Q3 2022, closing a stake of 37 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in PLD in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 1,184 funds tracked by Wall St. Rank hold PLD as of Q3 2022.

TFO Wealth Partners reported no remaining Prologis position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 37 Prologis shares in Q3 2022, an estimated $4K.
TFO Wealth Partners first reported a position in Prologis in Q4 2021 and held it in 2 quarters.
TFO Wealth Partners's Prologis position peaked at $4K in Q2 2022.
1,184 funds tracked by Wall St. Rank held Prologis as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.