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Wealthspan Partners’s Prologis PLD Stock Holding History

Wealthspan 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
2024
Q1 		– Sell
-2,418
Closed -$322K – 100
2023
Q4 		$322K Sell
2,418
-101
-4% -$11.5K 0.23% 65
2023
Q3 		$283K Sell
2,519
-104
-4% -$12.7K 0.22% 68
2023
Q2 		$322K Sell
2,623
-119
-4% -$14.6K 0.25% 61
2023
Q1 		$342K Sell
2,742
-171
-6% -$21K 0.29% 57
2022
Q4 		$328K Sell
2,913
-21
-0.7% -$2.33K 0.3% 57
2022
Q3 		$298K Sell
2,934
-204
-7% -$25.3K 0.31% 55
2022
Q2 		$369K Hold
3,138
– – 0.38% 45
2022
Q1 		$507K Sell
3,138
-1,023
-25% -$156K 0.46% 39
2021
Q4 		$701K Buy
+4,161
New +$621K 0.62% 29

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspan Partners's PLD Position: Q1 2024 in Review

Wealthspan Partners sold out of Prologis (PLD) in Q1 2024, closing a stake of 2,418 shares — an estimated $322K sold.

Wealthspan Partners first reported a position in PLD in Q4 2021 and held it in 9 quarters. The position peaked at $701K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold PLD as of Q1 2024.

  • Wealthspan Partners reported no remaining Prologis position as of Q1 2024 after selling out during the quarter.
  • Wealthspan Partners sold 2,418 Prologis shares in Q1 2024, an estimated $322K.
  • Wealthspan Partners first reported a position in Prologis in Q4 2021 and held it in 9 quarters.
  • Wealthspan Partners's Prologis position peaked at $701K in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Prologis as of Q1 2024.

Based on Wealthspan Partners's 13F filing for Q1 2024, filed 29 Apr 2024.