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Triad Financial Advisors’s Prologis PLD Stock Holding History

Triad Financial 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
Q3 		$234K Buy
2,083
+4
+0.2% +$489 0.08% 91
2023
Q2 		$255K Sell
2,079
-138
-6% -$17K 0.1% 81
2023
Q1 		$277K Sell
2,217
-134
-6% -$16.5K 0.12% 80
2022
Q4 		$265K Hold
2,351
– – 0.12% 91
2022
Q3 		$239K Sell
2,351
-200
-8% -$24.8K 0.13% 86
2022
Q2 		$300K Sell
2,551
-518
-17% -$71.6K 0.17% 76
2022
Q1 		$496K Sell
3,069
-302
-9% -$46.1K 0.27% 50
2021
Q4 		$568K Buy
+3,371
New +$503K 0.34% 45

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
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
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
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

Triad Financial Advisors's PLD Position: Q3 2023 in Review

Triad Financial Advisors increased its Prologis (PLD) stake by 0.19% in Q3 2023, buying an estimated $489 and bringing the position to 2,083 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #91.

Triad Financial Advisors first reported a position in PLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $568K in Q4 2021. 1,378 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

  • Triad Financial Advisors held 2,083 shares of Prologis worth $234K as of Q3 2023.
  • Triad Financial Advisors bought 4 Prologis shares in Q3 2023, an estimated $489.
  • Prologis made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #91 holding.
  • Triad Financial Advisors first reported a position in Prologis in Q4 2021 and has held it in 8 quarters since.
  • Triad Financial Advisors's Prologis position peaked at $568K in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.