FW
PKST

FirstPurpose Wealth’s Peakstone Realty Trust PKST Stock Holding History

FirstPurpose Wealth’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 		$218K Sell
15,129
-2,490
-14% -$38.2K 0.08% 195
2023
Q4 		$351K Sell
17,619
-4,205
-19% -$68.5K 0.13% 140
2023
Q3 		$363K Sell
21,824
-1,937
-8% -$41.1K 0.16% 112
2023
Q2 		$663K Buy
+23,761
New +$617K 0.28% 64

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

FirstPurpose Wealth's PKST Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Peakstone Realty Trust (PKST) stake by 14% in Q1 2024, selling an estimated $38.2K and leaving 15,129 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #195.

FirstPurpose Wealth first reported a position in PKST in Q2 2023 and has held it in 4 quarters since. The position peaked at $663K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • FirstPurpose Wealth held 15,129 shares of Peakstone Realty Trust worth $218K as of Q1 2024.
  • FirstPurpose Wealth sold 2,490 Peakstone Realty Trust shares in Q1 2024, an estimated $38.2K.
  • Peakstone Realty Trust made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #195 holding.
  • FirstPurpose Wealth first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 4 quarters since.
  • FirstPurpose Wealth's Peakstone Realty Trust position peaked at $663K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.