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Visionary Wealth Advisors’s Prologis PLD Stock Holding History

Visionary 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
2024
Q4 		– Sell
-2,083
Closed -$263K – 554
2024
Q3 		$263K Sell
2,083
-157
-7% -$19.5K 0.02% 467
2024
Q2 		$252K Sell
2,240
-93
-4% -$10.3K 0.02% 444
2024
Q1 		$304K Sell
2,333
-213
-8% -$27.8K 0.02% 405
2023
Q4 		$339K Sell
2,546
-5
-0.2% -$568 0.02% 374
2023
Q3 		$286K Sell
2,551
-79
-3% -$9.66K 0.02% 374
2023
Q2 		$323K Sell
2,630
-147
-5% -$18.1K 0.03% 354
2023
Q1 		$346K Sell
2,777
-83
-3% -$10.2K 0.03% 330
2022
Q4 		$322K Buy
2,860
+442
+18% +$49K 0.03% 304
2022
Q3 		$246K Sell
2,418
-343
-12% -$42.5K 0.03% 332
2022
Q2 		$325K Buy
2,761
+1,015
+58% +$140K 0.03% 308
2022
Q1 		$282K Buy
1,746
+204
+13% +$31.1K 0.02% 339
2021
Q4 		$260K Sell
1,542
-105
-6% -$15.7K 0.02% 322
2021
Q3 		$207K Sell
1,647
-625
-28% -$81.1K 0.02% 288
2021
Q2 		$272K Sell
2,272
-67
-3% -$7.83K 0.03% 279
2021
Q1 		$248K Buy
+2,339
New +$238K 0.03% 283

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Visionary Wealth Advisors's PLD Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Prologis (PLD) in Q4 2024, closing a stake of 2,083 shares — an estimated $263K sold.

Visionary Wealth Advisors first reported a position in PLD in Q1 2021 and held it in 15 quarters. The position peaked at $346K in Q1 2023. 1,483 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,083 Prologis shares in Q4 2024, an estimated $263K.
  • Visionary Wealth Advisors first reported a position in Prologis in Q1 2021 and held it in 15 quarters.
  • Visionary Wealth Advisors's Prologis position peaked at $346K in Q1 2023.
  • 1,483 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

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