BWP
PKST

Balboa Wealth Partners’s Peakstone Realty Trust PKST Stock Holding History

Balboa Wealth Partners’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
-11,665
Closed -$194K – 311
2023
Q3 		$194K Sell
11,665
-513
-4% -$10.9K 0.07% 214
2023
Q2 		$340K Buy
+12,178
New +$316K 0.12% 146

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balboa Wealth Partners's PKST Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 11,665 shares — an estimated $194K sold.

Balboa Wealth Partners first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $340K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,665 Peakstone Realty Trust shares in Q4 2023, an estimated $194K.
  • Balboa Wealth Partners first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Peakstone Realty Trust position peaked at $340K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.