WCG Wealth Advisors’s Prologis PLD Stock Holding History

WCG 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
2022 Q4	–	Sell	-6,771	Closed	-$696K	–	247
2022 Q3	$696K	Sell	6,771 -44	-0.6%	-$5.46K	0.09%	155
2022 Q2	$802K	Buy	+6,815	New	+$942K	0.11%	138

Other funds holding PLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCG Wealth Advisors's PLD Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Prologis (PLD) in Q4 2022, closing a stake of 6,771 shares — an estimated $696K sold.

WCG Wealth Advisors first reported a position in PLD in Q2 2022 and held it in 2 quarters. The position peaked at $802K in Q2 2022. 1,326 funds tracked by Wall St. Rank hold PLD as of Q4 2022.

WCG Wealth Advisors reported no remaining Prologis position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 6,771 Prologis shares in Q4 2022, an estimated $696K.
WCG Wealth Advisors first reported a position in Prologis in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's Prologis position peaked at $802K in Q2 2022.
1,326 funds tracked by Wall St. Rank held Prologis as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.