Avantax Advisory Services’s Peakstone Realty Trust PKST Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-13,079	Closed	-$218K	–	1649
2023 Q3	$218K	Sell	13,079 -2,849	-18%	-$60.5K	﹤0.01%	1382
2023 Q2	$445K	Buy	+15,928	New	+$413K	0.01%	990

Other funds holding PKST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's PKST Position: Q4 2023 in Review

Avantax Advisory Services sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 13,079 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $445K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

Avantax Advisory Services reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 13,079 Peakstone Realty Trust shares in Q4 2023, an estimated $218K.
Avantax Advisory Services first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
Avantax Advisory Services's Peakstone Realty Trust position peaked at $445K in Q2 2023.
189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.