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Wellspring Financial Advisors’s Prologis PLD Stock Holding History

Wellspring Financial Advisors’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
Q4 		– Sell
-1,702
Closed -$215K – 170
2024
Q3 		$215K Buy
+1,702
New +$211K 0.03% 147
2024
Q2 		– Sell
-1,745
Closed -$227K – 156
2024
Q1 		$227K Buy
1,745
+175
+11% +$22.9K 0.04% 114
2023
Q4 		$209K Buy
+1,570
New +$178K 0.05% 122

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellspring Financial Advisors's PLD Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Prologis (PLD) in Q4 2024, closing a stake of 1,702 shares — an estimated $215K sold.

Wellspring Financial Advisors first reported a position in PLD in Q4 2023 and held it in 3 quarters. The position peaked at $227K in Q1 2024. 1,478 funds tracked by Wall St. Rank hold PLD as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Prologis position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,702 Prologis shares in Q4 2024, an estimated $215K.
  • Wellspring Financial Advisors first reported a position in Prologis in Q4 2023 and held it in 3 quarters.
  • Wellspring Financial Advisors's Prologis position peaked at $227K in Q1 2024.
  • 1,478 funds tracked by Wall St. Rank held Prologis as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.