AFWM
PKST

Abich Financial Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

Abich Financial Wealth Management’s Portfolio PKST Stock Details PKST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-437
Closed -$4.63K – 732
2024
Q2 		$4.63K Hold
437
– – ﹤0.01% 350
2024
Q1 		$7.05K Hold
437
– – 0.01% 260
2023
Q4 		$8.71K Buy
+437
New +$7.12K 0.01% 217

Other funds holding PKST

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Abich Financial Wealth Management's PKST Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Peakstone Realty Trust (PKST) in Q3 2024, closing a stake of 437 shares — an estimated $4.63K sold.

Abich Financial Wealth Management first reported a position in PKST in Q4 2023 and held it in 3 quarters. The position peaked at $8.71K in Q4 2023. 187 funds tracked by Wall St. Rank hold PKST as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Peakstone Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 437 Peakstone Realty Trust shares in Q3 2024, an estimated $4.63K.
  • Abich Financial Wealth Management first reported a position in Peakstone Realty Trust in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Peakstone Realty Trust position peaked at $8.71K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.