TWM
PLD icon

Tradition Wealth Management’s Prologis PLD Stock Holding History

Tradition 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
2024
Q1 		– Sell
-732
Closed -$98K – 969
2023
Q4 		$98K Sell
732
-17
-2% -$1.93K 0.01% 478
2023
Q3 		$84K Buy
749
+9
+1% +$1.1K 0.01% 480
2023
Q2 		$91K Buy
740
+9
+1% +$1.11K 0.01% 470
2023
Q1 		$91K Buy
731
+3
+0.4% +$369 0.01% 467
2022
Q4 		$82K Buy
728
+469
+181% +$52K 0.01% 418
2022
Q3 		$26K Buy
259
+10
+4% +$1.24K ﹤0.01% 692
2022
Q2 		$29K Hold
249
– – ﹤0.01% 578
2022
Q1 		$40K Buy
249
+14
+6% +$2.14K 0.01% 563
2021
Q4 		$40K Buy
235
+120
+104% +$17.9K 0.01% 585
2021
Q3 		$14K Buy
+115
New +$14.9K ﹤0.01% 820

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

Tradition Wealth Management's PLD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Prologis (PLD) in Q1 2024, closing a stake of 732 shares — an estimated $98K sold.

Tradition Wealth Management first reported a position in PLD in Q3 2021 and held it in 10 quarters. The position peaked at $98K in Q4 2023. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 732 Prologis shares in Q1 2024, an estimated $98K.
  • Tradition Wealth Management first reported a position in Prologis in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's Prologis position peaked at $98K in Q4 2023.
  • 1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.