CWC
PKST

Carolinas Wealth Consulting’s Peakstone Realty Trust PKST Stock Holding History

Carolinas Wealth Consulting’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
-223
Closed -$6.28K – 1092
2023
Q2 		$6.28K Buy
+223
New +$5.79K ﹤0.01% 652

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

Carolinas Wealth Consulting's PKST Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Peakstone Realty Trust (PKST) in Q3 2023, closing a stake of 223 shares — an estimated $6.28K sold.

Carolinas Wealth Consulting first reported a position in PKST in Q2 2023 and held it in 1 quarter. The position peaked at $6.28K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Peakstone Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 223 Peakstone Realty Trust shares in Q3 2023, an estimated $6.28K.
  • Carolinas Wealth Consulting first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Peakstone Realty Trust position peaked at $6.28K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2023.

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