TRUE Private Wealth Advisors’s Prologis PLD Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-108	Closed	-$10K	–	574
2020 Q4	$10K	Hold	108	–	–	﹤0.01%	535
2020 Q3	$10K	Hold	108	–	–	﹤0.01%	500
2020 Q2	$10K	Hold	108	–	–	﹤0.01%	493
2020 Q1	$8K	Hold	108	–	–	﹤0.01%	482
2019 Q4	$9K	Buy	+108	New	+$9.57K	﹤0.01%	611
2019 Q3	–	Sell	-134	Closed	-$10K	–	586
2019 Q2	$10K	Buy	+134	New	+$10.2K	﹤0.01%	548
2018 Q4	–	Sell	-339	Closed	-$23K	–	737
2018 Q3	$23K	Buy	+339	New	+$22.3K	﹤0.01%	580

Other funds holding PLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUE Private Wealth Advisors's PLD Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Prologis (PLD) in Q1 2021, closing a stake of 108 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in PLD in Q3 2018 and held it in 7 quarters. The position peaked at $23K in Q3 2018. 1,007 funds tracked by Wall St. Rank hold PLD as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Prologis position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 108 Prologis shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in Prologis in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Prologis position peaked at $23K in Q3 2018.
1,007 funds tracked by Wall St. Rank held Prologis as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.