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WMS Partners’s Prologis PLD Stock Holding History

WMS 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
Q4 		– Sell
-2,278
Closed -$256K – 271
2023
Q3 		$256K Sell
2,278
-67
-3% -$8.2K 0.02% 223
2023
Q2 		$288K Buy
2,345
+449
+24% +$55.2K 0.02% 224
2023
Q1 		$237K Hold
1,896
– – 0.02% 239
2022
Q4 		$214K Buy
+1,896
New +$210K 0.02% 242
2022
Q3 		– Sell
-1,968
Closed -$232K – 278
2022
Q2 		$232K Sell
1,968
-64
-3% -$8.85K 0.04% 210
2022
Q1 		$328K Hold
2,032
– – 0.05% 176
2021
Q4 		$342K Buy
2,032
+76
+4% +$11.3K 0.07% 147
2021
Q3 		$245K Buy
1,956
+133
+7% +$17.3K 0.04% 235
2021
Q2 		$218K Buy
+1,823
New +$213K 0.03% 239
2021
Q1 		– Sell
-2,668
Closed -$266K – 246
2020
Q4 		$266K Buy
2,668
+43
+2% +$4.35K 0.05% 200
2020
Q3 		$264K Hold
2,625
– – 0.05% 188
2020
Q2 		$245K Hold
2,625
– – 0.05% 186
2020
Q1 		$211K Buy
+2,625
New +$229K 0.06% 172

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WMS Partners's PLD Position: Q4 2023 in Review

WMS Partners sold out of Prologis (PLD) in Q4 2023, closing a stake of 2,278 shares — an estimated $256K sold.

WMS Partners first reported a position in PLD in Q1 2020 and held it in 13 quarters. The position peaked at $342K in Q4 2021. 1,479 funds tracked by Wall St. Rank hold PLD as of Q4 2023.

  • WMS Partners reported no remaining Prologis position as of Q4 2023 after selling out during the quarter.
  • WMS Partners sold 2,278 Prologis shares in Q4 2023, an estimated $256K.
  • WMS Partners first reported a position in Prologis in Q1 2020 and held it in 13 quarters.
  • WMS Partners's Prologis position peaked at $342K in Q4 2021.
  • 1,479 funds tracked by Wall St. Rank held Prologis as of Q4 2023.

Based on WMS Partners's 13F filing for Q4 2023, filed 12 Feb 2024.