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PKST

Copperleaf Capital’s Peakstone Realty Trust PKST Stock Holding History

Copperleaf Capital’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
-9,166
Closed -$256K – 85
2023
Q2 		$256K Buy
+9,166
New +$238K 0.24% 67

Other funds holding PKST

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 $43.3B AUM 29.3% 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 $377B AUM 19.32% 1-Year Est. Return

Copperleaf Capital's PKST Position: Q3 2023 in Review

Copperleaf Capital sold out of Peakstone Realty Trust (PKST) in Q3 2023, closing a stake of 9,166 shares — an estimated $256K sold.

Copperleaf Capital first reported a position in PKST in Q2 2023 and held it in 1 quarter. The position peaked at $256K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2023.

  • Copperleaf Capital reported no remaining Peakstone Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Copperleaf Capital sold 9,166 Peakstone Realty Trust shares in Q3 2023, an estimated $256K.
  • Copperleaf Capital first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 1 quarter.
  • Copperleaf Capital's Peakstone Realty Trust position peaked at $256K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2023.

Based on Copperleaf Capital's 13F filing for Q3 2023, filed 14 Nov 2023.