AWM
PKST

Avior Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

Avior 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
Q4 		– Sell
-1,025
Closed -$14K – 2526
2024
Q3 		$14K Buy
1,025
+15
+1% +$196 ﹤0.01% 1449
2024
Q2 		$10.7K Buy
1,010
+1,003
+14,329% +$13.2K ﹤0.01% 1498
2024
Q1 		$112 Buy
+7
New +$107 ﹤0.01% 3142

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avior Wealth Management's PKST Position: Q4 2024 in Review

Avior Wealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 1,025 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in PKST in Q1 2024 and held it in 3 quarters. The position peaked at $14K in Q3 2024. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • Avior Wealth Management reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,025 Peakstone Realty Trust shares in Q4 2024, an estimated $14K.
  • Avior Wealth Management first reported a position in Peakstone Realty Trust in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Peakstone Realty Trust position peaked at $14K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.