MFT
PKST

Moisand Fitzgerald Tamayo’s Peakstone Realty Trust PKST Stock Holding History

Moisand Fitzgerald Tamayo’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
-554
Closed -$9.22K – 779
2023
Q3 		$9.22K Hold
554
– – ﹤0.01% 346
2023
Q2 		$15.5K Buy
+554
New +$14.4K ﹤0.01% 278

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 $1.61T 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 $445B AUM 25.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PKST Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 554 shares — an estimated $9.22K sold.

Moisand Fitzgerald Tamayo first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $15.5K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 554 Peakstone Realty Trust shares in Q4 2023, an estimated $9.22K.
  • Moisand Fitzgerald Tamayo first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Peakstone Realty Trust position peaked at $15.5K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.