IPW
PKST

Impact Partnership Wealth’s Peakstone Realty Trust PKST Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-437
Closed -$7.27K – 1035
2023
Q3 		$7.27K Hold
437
– – ﹤0.01% 639
2023
Q2 		$12.2K Buy
+437
New +$11.3K ﹤0.01% 405

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Partnership Wealth's PKST Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 437 shares — an estimated $7.27K sold.

Impact Partnership Wealth first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $12.2K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 437 Peakstone Realty Trust shares in Q4 2023, an estimated $7.27K.
  • Impact Partnership Wealth first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Peakstone Realty Trust position peaked at $12.2K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.