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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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