AWS
PKST

Atria Wealth Solutions’s Peakstone Realty Trust PKST Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-15,084
Closed -$247K – 2033
2024
Q1 		$247K Sell
15,084
-2,093
-12% -$32.1K ﹤0.01% 1690
2023
Q4 		$342K Sell
17,177
-5,108
-23% -$83.3K ﹤0.01% 1413
2023
Q3 		$371K Buy
22,285
+257
+1% +$5.46K 0.01% 1283
2023
Q2 		$615K Buy
+22,028
New +$572K 0.01% 1056

Other funds holding PKST

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
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 $2.9T AUM 29.55% 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 $377B AUM 19.32% 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 $38.8B AUM 21.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's PKST Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Peakstone Realty Trust (PKST) in Q2 2024, closing a stake of 15,084 shares — an estimated $247K sold.

Atria Wealth Solutions first reported a position in PKST in Q2 2023 and held it in 4 quarters. The position peaked at $615K in Q2 2023. 177 funds tracked by Wall St. Rank hold PKST as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Peakstone Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,084 Peakstone Realty Trust shares in Q2 2024, an estimated $247K.
  • Atria Wealth Solutions first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Peakstone Realty Trust position peaked at $615K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.