AWM
PKST

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

Axxcess 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
2023
Q3 		– Sell
-9,060
Closed -$253K – 828
2023
Q2 		$253K Buy
+9,060
New +$235K 0.02% 494

Other funds holding PKST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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 $44.6B AUM 28.94% 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 $445B AUM 25.58% 1-Year Est. Return

Axxcess Wealth Management's PKST Position: Q3 2023 in Review

Axxcess Wealth Management sold out of Peakstone Realty Trust (PKST) in Q3 2023, closing a stake of 9,060 shares — an estimated $253K sold.

Axxcess Wealth Management first reported a position in PKST in Q2 2023 and held it in 1 quarter. The position peaked at $253K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2023.

  • Axxcess Wealth Management reported no remaining Peakstone Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,060 Peakstone Realty Trust shares in Q3 2023, an estimated $253K.
  • Axxcess Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Peakstone Realty Trust position peaked at $253K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.