RWPA
PKST

Richard W. Paul & Associates’s Peakstone Realty Trust PKST Stock Holding History

Richard W. Paul & Associates’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
-901
Closed -$15K – 530
2023
Q3 		$15K Hold
901
– – 0.01% 267
2023
Q2 		$25.2K Buy
+901
New +$23.4K 0.01% 252

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

Richard W. Paul & Associates's PKST Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Peakstone Realty Trust (PKST) in Q4 2023, closing a stake of 901 shares — an estimated $15K sold.

Richard W. Paul & Associates first reported a position in PKST in Q2 2023 and held it in 2 quarters. The position peaked at $25.2K in Q2 2023. 189 funds tracked by Wall St. Rank hold PKST as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Peakstone Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 901 Peakstone Realty Trust shares in Q4 2023, an estimated $15K.
  • Richard W. Paul & Associates first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 2 quarters.
  • Richard W. Paul & Associates's Peakstone Realty Trust position peaked at $25.2K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.