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

BerganKDV 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 Q2	$6.37K	Buy	+228	New	+$5.92K	﹤0.01%	588

Other funds holding PKST

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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BerganKDV Wealth Management's PKST Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Peakstone Realty Trust (PKST) in Q2 2023: 228 shares worth $6.37K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

181 funds tracked by Wall St. Rank hold PKST as of Q2 2023.

BerganKDV Wealth Management held 228 shares of Peakstone Realty Trust worth $6.37K as of Q2 2023.
Peakstone Realty Trust was a new BerganKDV Wealth Management position in Q2 2023.
Peakstone Realty Trust made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #588 holding.
181 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.