IGWM
PKST

ICA Group Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

ICA Group 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
Q2 		– Sell
-2,917
Closed -$47.1K – 1174
2024
Q1 		$47.1K Sell
2,917
-228
-7% -$3.5K 0.01% 571
2023
Q4 		$62.7K Buy
+3,145
New +$51.3K 0.01% 458
2023
Q3 		– Sell
-5,764
Closed -$143K – 942
2023
Q2 		$143K Buy
+5,764
New +$150K 0.04% 271

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 $38.8B AUM 21.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ICA Group Wealth Management's PKST Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Peakstone Realty Trust (PKST) in Q2 2024, closing a stake of 2,917 shares — an estimated $47.1K sold.

ICA Group Wealth Management first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $143K in Q2 2023. 177 funds tracked by Wall St. Rank hold PKST as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Peakstone Realty Trust position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 2,917 Peakstone Realty Trust shares in Q2 2024, an estimated $47.1K.
  • ICA Group Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's Peakstone Realty Trust position peaked at $143K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.