CWS
PKST

Cypress Wealth Services’s Peakstone Realty Trust PKST Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-16,842
Closed -$272K – 272
2024
Q1 		$272K Sell
16,842
-4,640
-22% -$71.2K 0.06% 206
2023
Q4 		$428K Sell
21,482
-10,232
-32% -$167K 0.11% 156
2023
Q3 		$528K Sell
31,714
-5,103
-14% -$108K 0.15% 127
2023
Q2 		$810K Buy
+36,817
New +$955K 0.21% 92

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cypress Wealth Services's PKST Position: Q2 2024 in Review

Cypress Wealth Services sold out of Peakstone Realty Trust (PKST) in Q2 2024, closing a stake of 16,842 shares — an estimated $272K sold.

Cypress Wealth Services first reported a position in PKST in Q2 2023 and held it in 4 quarters. The position peaked at $810K in Q2 2023. 177 funds tracked by Wall St. Rank hold PKST as of Q2 2024.

  • Cypress Wealth Services reported no remaining Peakstone Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 16,842 Peakstone Realty Trust shares in Q2 2024, an estimated $272K.
  • Cypress Wealth Services first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 4 quarters.
  • Cypress Wealth Services's Peakstone Realty Trust position peaked at $810K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.