AW
PKST

Avion Wealth’s Peakstone Realty Trust PKST Stock Holding History

Avion Wealth’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
Q1 		– Sell
-559
Closed -$11K – 1206
2023
Q4 		$11K Hold
559
– – ﹤0.01% 270
2023
Q3 		$9K Hold
559
– – ﹤0.01% 281
2023
Q2 		$15K Buy
+559
New +$14.5K ﹤0.01% 258

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avion Wealth's PKST Position: Q1 2024 in Review

Avion Wealth sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 559 shares — an estimated $11K sold.

Avion Wealth first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $15K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Avion Wealth reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Avion Wealth sold 559 Peakstone Realty Trust shares in Q1 2024, an estimated $11K.
  • Avion Wealth first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Avion Wealth's Peakstone Realty Trust position peaked at $15K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.