CWM
PKST

C2C Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

C2C 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
Q4 		– Sell
-10,017
Closed -$161K – 195
2023
Q3 		$161K Hold
10,017
– – 0.02% 225
2023
Q2 		$219K Buy
+10,017
New +$260K 0.03% 228

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

C2C Wealth Management's PKST Position: Q4 2023 in Review

C2C Wealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 10,017 shares — an estimated $161K sold.

C2C Wealth Management first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • C2C Wealth Management reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 10,017 Peakstone Realty Trust shares in Q4 2023, an estimated $161K.
  • C2C Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • C2C Wealth Management's Peakstone Realty Trust position peaked at $219K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.