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Wealthspire Advisors (Maryland)’s Prologis PLD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$527K Buy
5,238
+1,335
+34% +$134K 0.02% 260
2020
Q2 		$364K Buy
3,903
+397
+11% +$35.4K 0.03% 307
2020
Q1 		$282K Buy
3,506
+402
+13% +$35.1K 0.02% 313
2019
Q4 		$277K Buy
3,104
+358
+13% +$31.7K 0.02% 400
2019
Q3 		$234K Buy
2,746
+6
+0.2% +$496 0.02% 401
2019
Q2 		$219K Buy
2,740
+209
+8% +$15.9K 0.02% 415
2019
Q1 		$182K Buy
2,531
+74
+3% +$5.05K 0.01% 461
2018
Q4 		$144K Sell
2,457
-942
-28% -$61K 0.01% 493
2018
Q3 		$230K Buy
3,399
+13
+0.4% +$855 0.02% 425
2018
Q2 		$222K Buy
3,386
+39
+1% +$2.51K 0.02% 434
2018
Q1 		$211K Buy
3,347
+669
+25% +$41.6K 0.02% 448
2017
Q4 		$173K Buy
2,678
+1,152
+75% +$75.2K 0.02% 539
2017
Q3 		$97K Buy
1,526
+273
+22% +$16.8K 0.01% 726
2017
Q2 		$73K Buy
1,253
+146
+13% +$8.13K 0.01% 817
2017
Q1 		$57K Buy
1,107
+164
+17% +$8.34K 0.01% 770
2016
Q4 		$50K Buy
943
+30
+3% +$1.52K 0.01% 767
2016
Q3 		$49K Buy
913
+20
+2% +$1.05K 0.01% 779
2016
Q2 		$44K Sell
893
-1,830
-67% -$86K 0.01% 773
2016
Q1 		$120K Buy
2,723
+415
+18% +$16.7K 0.02% 484
2015
Q4 		$99K Buy
+2,308
New +$97.3K 0.02% 526

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Prologis (PLD) stake by 34% in Q3 2020, buying an estimated $134K and bringing the position to 5,238 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #260.

Wealthspire Advisors (Maryland) first reported a position in PLD in Q4 2015 and has held it in 20 quarters since. 944 funds tracked by Wall St. Rank hold PLD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,238 shares of Prologis worth $527K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,335 Prologis shares in Q3 2020, an estimated $134K.
  • Prologis made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #260 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Prologis in Q4 2015 and has held it in 20 quarters since.
  • 944 funds tracked by Wall St. Rank held Prologis as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.