PMFA
PKST

Plante Moran Financial Advisors’s Peakstone Realty Trust PKST Stock Holding History

Plante Moran 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
2024
Q1 		– Sell
-559
Closed -$11.1K – 913
2023
Q4 		$11.1K Hold
559
– – ﹤0.01% 541
2023
Q3 		$9.3K Hold
559
– – ﹤0.01% 537
2023
Q2 		$15.6K Buy
+559
New +$14.5K ﹤0.01% 493

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
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
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

Plante Moran Financial Advisors's PKST Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 559 shares — an estimated $11.1K sold.

Plante Moran Financial Advisors first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $15.6K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 559 Peakstone Realty Trust shares in Q1 2024, an estimated $11.1K.
  • Plante Moran Financial Advisors first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Peakstone Realty Trust position peaked at $15.6K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.