CFFP
PKST

Center for Financial Planning’s Peakstone Realty Trust PKST Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-239
Closed -$4.76K – 613
2023
Q4 		$4.76K Hold
239
– – ﹤0.01% 424
2023
Q3 		$3.98K Hold
239
– – ﹤0.01% 427
2023
Q2 		$6.67K Buy
+239
New +$6.2K ﹤0.01% 423

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 $1.61T 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
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
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

Center for Financial Planning's PKST Position: Q1 2024 in Review

Center for Financial Planning sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 239 shares — an estimated $4.76K sold.

Center for Financial Planning first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $6.67K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Center for Financial Planning reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Center for Financial Planning sold 239 Peakstone Realty Trust shares in Q1 2024, an estimated $4.76K.
  • Center for Financial Planning first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Center for Financial Planning's Peakstone Realty Trust position peaked at $6.67K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.