KWM
PKST

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

Kolinsky 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
-11,707
Closed -$233K – 150
2023
Q4 		$233K Sell
11,707
-6,943
-37% -$113K 0.21% 120
2023
Q3 		$310K Hold
18,650
– – 0.31% 81
2023
Q2 		$528K Buy
+18,650
New +$484K 0.5% 40

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Kolinsky Wealth Management sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 11,707 shares — an estimated $233K sold.

Kolinsky Wealth Management first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $528K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Kolinsky Wealth Management reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 11,707 Peakstone Realty Trust shares in Q1 2024, an estimated $233K.
  • Kolinsky Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Kolinsky Wealth Management's Peakstone Realty Trust position peaked at $528K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Kolinsky Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.