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Wealthcare Capital Management’s Prologis PLD Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-258
Closed -$27K – 518
2021
Q1 		$27K Buy
+258
New +$26.3K ﹤0.01% 190
2020
Q2 		– Sell
-41
Closed -$3K – 196
2020
Q1 		$3K Buy
+41
New +$3.58K ﹤0.01% 215

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's PLD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Prologis (PLD) in Q2 2021, closing a stake of 258 shares — an estimated $27K sold.

Wealthcare Capital Management first reported a position in PLD in Q1 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 1,053 funds tracked by Wall St. Rank hold PLD as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Prologis position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 258 Prologis shares in Q2 2021, an estimated $27K.
  • Wealthcare Capital Management first reported a position in Prologis in Q1 2020 and held it in 2 quarters.
  • Wealthcare Capital Management's Prologis position peaked at $27K in Q1 2021.
  • 1,053 funds tracked by Wall St. Rank held Prologis as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.