FWM
PKST

Focused Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

Focused Wealth Management’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
-7,906
Closed -$158K – 746
2023
Q4 		$158K Buy
7,906
+23
+0.3% +$375 0.03% 159
2023
Q3 		$131K Buy
7,883
+13
+0.2% +$276 0.02% 167
2023
Q2 		$220K Buy
+7,870
New +$204K 0.04% 133

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 $38.8B AUM 21.88% 1-Year Est. Return

Focused Wealth Management's PKST Position: Q1 2024 in Review

Focused Wealth Management sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 7,906 shares — an estimated $158K sold.

Focused Wealth Management first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $220K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Focused Wealth Management reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 7,906 Peakstone Realty Trust shares in Q1 2024, an estimated $158K.
  • Focused Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Focused Wealth Management's Peakstone Realty Trust position peaked at $220K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.