WT Wealth Management’s Prologis PLD Stock Holding History

WT Wealth Management’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	-14,661	Closed	-$1.8M	–	114
2023 Q2	$1.8M	Sell	14,661 -1,998	-12%	-$246K	0.75%	31
2023 Q1	$2.08M	Sell	16,659 -781	-4%	-$96K	0.9%	29
2022 Q4	$1.97M	Sell	17,440 -1,017	-6%	-$113K	0.96%	29
2022 Q3	$1.88M	Buy	18,457 +5,496	+42%	+$682K	0.94%	23
2022 Q2	$1.52M	Sell	12,961 -1,883	-13%	-$260K	0.75%	36
2022 Q1	$2.4M	Sell	14,844 -1,291	-8%	-$197K	0.92%	32
2021 Q4	$2.72M	Sell	16,135 -1,669	-9%	-$249K	1%	29
2021 Q3	$2.23M	Buy	17,804 +1,006	+6%	+$131K	0.86%	32
2021 Q2	$2.01M	Sell	16,798 -3,623	-18%	-$424K	0.81%	31
2021 Q1	$2.17M	Buy	20,421 +8,385	+70%	+$854K	1%	26
2020 Q4	$1.2M	Buy	12,036 +2,867	+31%	+$290K	0.65%	57
2020 Q3	$922K	Buy	9,169 +3,576	+64%	+$358K	0.61%	48
2020 Q2	$522K	Buy	+5,593	New	+$499K	0.42%	55

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

WT Wealth Management's PLD Position: Q3 2023 in Review

WT Wealth Management sold out of Prologis (PLD) in Q3 2023, closing a stake of 14,661 shares — an estimated $1.8M sold.

WT Wealth Management first reported a position in PLD in Q2 2020 and held it in 13 quarters. The position peaked at $2.72M in Q4 2021. 1,380 funds tracked by Wall St. Rank hold PLD as of Q3 2023.

WT Wealth Management reported no remaining Prologis position as of Q3 2023 after selling out during the quarter.
WT Wealth Management sold 14,661 Prologis shares in Q3 2023, an estimated $1.8M.
WT Wealth Management first reported a position in Prologis in Q2 2020 and held it in 13 quarters.
WT Wealth Management's Prologis position peaked at $2.72M in Q4 2021.
1,380 funds tracked by Wall St. Rank held Prologis as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.