SWM
PKST

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

SeaCrest 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
Q4 		– Sell
-11,532
Closed -$157K – 687
2024
Q3 		$157K Sell
11,532
-19
-0.2% -$249 0.02% 626
2024
Q2 		$122K Sell
11,551
-2,529
-18% -$33.2K 0.01% 593
2024
Q1 		$227K Sell
14,080
-3,340
-19% -$51.3K 0.03% 539
2023
Q4 		$297K Buy
17,420
+281
+2% +$4.58K 0.04% 459
2023
Q3 		$285K Buy
17,139
+1,024
+6% +$21.7K 0.04% 473
2023
Q2 		$450K Buy
+16,115
New +$418K 0.06% 346

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SeaCrest Wealth Management's PKST Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 11,532 shares — an estimated $157K sold.

SeaCrest Wealth Management first reported a position in PKST in Q2 2023 and held it in 6 quarters. The position peaked at $450K in Q2 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 11,532 Peakstone Realty Trust shares in Q4 2024, an estimated $157K.
  • SeaCrest Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 6 quarters.
  • SeaCrest Wealth Management's Peakstone Realty Trust position peaked at $450K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.