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Wealth Advisory Solutions’s Prologis PLD Stock Holding History

Wealth Advisory Solutions’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
Q3 		$4.9M Sell
39,086
-6,940
-15% -$901K 1.09% 24
2021
Q2 		$5.5M Buy
46,026
+3
+0% +$351 1.31% 19
2021
Q1 		$5K Buy
46,023
+266
+0.6% +$27.1K ﹤0.01% 79
2020
Q4 		$4.56M Buy
+45,757
New +$4.63M 1.24% 26
2020
Q1 		– Sell
-2,921
Closed -$260K – 188
2019
Q4 		$260K Buy
+2,921
New +$259K 0.07% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisory Solutions's PLD Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its Prologis (PLD) stake by 15% in Q3 2021, selling an estimated $901K and leaving 39,086 shares worth $4.9M. The position accounts for 1.09% of the portfolio, ranked #24.

Wealth Advisory Solutions first reported a position in PLD in Q4 2019 and has held it in 5 quarters since. The position peaked at $5.5M in Q2 2021. 1,081 funds tracked by Wall St. Rank hold PLD as of Q3 2021.

  • Wealth Advisory Solutions held 39,086 shares of Prologis worth $4.9M as of Q3 2021.
  • Wealth Advisory Solutions sold 6,940 Prologis shares in Q3 2021, an estimated $901K.
  • Prologis made up 1.09% of Wealth Advisory Solutions's portfolio in Q3 2021, its #24 holding.
  • Wealth Advisory Solutions first reported a position in Prologis in Q4 2019 and has held it in 5 quarters since.
  • Wealth Advisory Solutions's Prologis position peaked at $5.5M in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held Prologis as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.