CIAS
PKST

CBIZ Investment Advisory Services’s Peakstone Realty Trust PKST Stock Holding History

CBIZ Investment Advisory Services’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
2024
Q4 		– Sell
-1,917
Closed -$26.6K – 499
2024
Q3 		$26.6K Hold
1,917
– – ﹤0.01% 154
2024
Q2 		$20.8K Hold
1,917
– – ﹤0.01% 162
2024
Q1 		$31.4K Buy
+1,917
New +$29.4K ﹤0.01% 124

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CBIZ Investment Advisory Services's PKST Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 1,917 shares — an estimated $26.6K sold.

CBIZ Investment Advisory Services first reported a position in PKST in Q1 2024 and held it in 3 quarters. The position peaked at $31.4K in Q1 2024. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1,917 Peakstone Realty Trust shares in Q4 2024, an estimated $26.6K.
  • CBIZ Investment Advisory Services first reported a position in Peakstone Realty Trust in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Peakstone Realty Trust position peaked at $31.4K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.