WealthPLAN Partners’s Prologis PLD Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-40	Closed	-$4.91K	–	911
2023 Q2	$4.91K	Hold	40	–	–	﹤0.01%	915
2023 Q1	$4.99K	Buy	+40	New	+$4.92K	﹤0.01%	1002

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 $3.37T AUM 44.26% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's PLD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Prologis (PLD) in Q3 2023, closing a stake of 40 shares — an estimated $4.91K sold.

WealthPLAN Partners first reported a position in PLD in Q1 2023 and held it in 2 quarters. The position peaked at $4.99K in Q1 2023. 1,380 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

WealthPLAN Partners reported no remaining Prologis position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 40 Prologis shares in Q3 2023, an estimated $4.91K.
WealthPLAN Partners first reported a position in Prologis in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Prologis position peaked at $4.99K in Q1 2023.
1,380 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.