CSPIA
PKST

Cary Street Partners Investment Advisory’s Peakstone Realty Trust PKST Stock Holding History

Cary Street Partners Investment Advisory’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
-989
Closed -$16.5K – 1489
2023
Q3 		$16.5K Sell
989
-694
-41% -$14.7K ﹤0.01% 1171
2023
Q2 		$47K Buy
+1,683
New +$43.7K ﹤0.01% 833

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's PKST Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 989 shares — an estimated $16.5K sold.

Cary Street Partners Investment Advisory first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $47K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 989 Peakstone Realty Trust shares in Q4 2023, an estimated $16.5K.
  • Cary Street Partners Investment Advisory first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Peakstone Realty Trust position peaked at $47K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.