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TrinityPoint Wealth’s Prologis PLD Stock Holding History

TrinityPoint Wealth’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
Q4 		$415K Buy
3,930
+328
+9% +$37.7K 0.06% 240
2024
Q3 		$455K Buy
3,602
+339
+10% +$42.1K 0.07% 230
2024
Q2 		$366K Buy
3,263
+823
+34% +$91.2K 0.06% 235
2024
Q1 		$318K Buy
2,440
+212
+10% +$27.7K 0.05% 241
2023
Q4 		$297K Buy
2,228
+340
+18% +$38.6K 0.05% 242
2023
Q3 		$212K Buy
+1,888
New +$231K 0.04% 265

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TrinityPoint Wealth's PLD Position: Q4 2024 in Review

TrinityPoint Wealth increased its Prologis (PLD) stake by 9.1% in Q4 2024, buying an estimated $37.7K and bringing the position to 3,930 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #240.

TrinityPoint Wealth first reported a position in PLD in Q3 2023 and has held it in 6 quarters since. The position peaked at $455K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • TrinityPoint Wealth held 3,930 shares of Prologis worth $415K as of Q4 2024.
  • TrinityPoint Wealth bought 328 Prologis shares in Q4 2024, an estimated $37.7K.
  • Prologis made up 0.06% of TrinityPoint Wealth's portfolio in Q4 2024, its #240 holding.
  • TrinityPoint Wealth first reported a position in Prologis in Q3 2023 and has held it in 6 quarters since.
  • TrinityPoint Wealth's Prologis position peaked at $455K in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.