GI
PKST

Gradient Investments’s Peakstone Realty Trust PKST Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2,655
Closed -$28.1K – 1015
2024
Q2 		$28.1K Buy
2,655
+340
+15% +$4.47K ﹤0.01% 580
2024
Q1 		$37.3K Hold
2,315
– – ﹤0.01% 454
2023
Q4 		$46.1K Hold
2,315
– – ﹤0.01% 558
2023
Q3 		$38.5K Sell
2,315
-692
-23% -$14.7K ﹤0.01% 556
2023
Q2 		$84K Buy
+3,007
New +$78K ﹤0.01% 427

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
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 $2.9T AUM 29.55% 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 $377B AUM 19.32% 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 $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gradient Investments's PKST Position: Q3 2024 in Review

Gradient Investments sold out of Peakstone Realty Trust (PKST) in Q3 2024, closing a stake of 2,655 shares — an estimated $28.1K sold.

Gradient Investments first reported a position in PKST in Q2 2023 and held it in 5 quarters. The position peaked at $84K in Q2 2023. 187 funds tracked by Wall St. Rank hold PKST as of Q3 2024.

  • Gradient Investments reported no remaining Peakstone Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2,655 Peakstone Realty Trust shares in Q3 2024, an estimated $28.1K.
  • Gradient Investments first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's Peakstone Realty Trust position peaked at $84K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.