PFA
PKST

Petra Financial Advisors’s Peakstone Realty Trust PKST Stock Holding History

Petra Financial Advisors’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
Q3 		– Sell
-14,134
Closed -$395K – 132
2023
Q2 		$395K Buy
+14,134
New +$367K 0.35% 77

Other funds holding PKST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Petra Financial Advisors's PKST Position: Q3 2023 in Review

Petra Financial Advisors sold out of Peakstone Realty Trust (PKST) in Q3 2023, closing a stake of 14,134 shares — an estimated $395K sold.

Petra Financial Advisors first reported a position in PKST in Q2 2023 and held it in 1 quarter. The position peaked at $395K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2023.

  • Petra Financial Advisors reported no remaining Peakstone Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 14,134 Peakstone Realty Trust shares in Q3 2023, an estimated $395K.
  • Petra Financial Advisors first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 1 quarter.
  • Petra Financial Advisors's Peakstone Realty Trust position peaked at $395K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2023.

Based on Petra Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.