VWM
PLD icon

Valley Wealth Managers’s Prologis PLD Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-736
Closed -$81.5K – 395
2024
Q1 		$95.8K Hold
736
– – 0.01% 199
2023
Q4 		$98.1K Hold
736
– – 0.01% 197
2023
Q3 		$82.6K Hold
736
– – 0.01% 203
2023
Q2 		$90.3K Hold
736
– – 0.01% 184
2023
Q1 		$91.8K Hold
736
– – 0.01% 190
2022
Q4 		$83K Buy
+736
New +$81.5K 0.01% 201

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

Valley Wealth Managers's PLD Position: Q2 2024 in Review

Valley Wealth Managers sold out of Prologis (PLD) in Q2 2024, closing a stake of 736 shares — an estimated $81.5K sold.

Valley Wealth Managers first reported a position in PLD in Q4 2022 and held it in 6 quarters. The position peaked at $98.1K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold PLD as of Q2 2024.

  • Valley Wealth Managers reported no remaining Prologis position as of Q2 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 736 Prologis shares in Q2 2024, an estimated $81.5K.
  • Valley Wealth Managers first reported a position in Prologis in Q4 2022 and held it in 6 quarters.
  • Valley Wealth Managers's Prologis position peaked at $98.1K in Q4 2023.
  • 1,445 funds tracked by Wall St. Rank held Prologis as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.