SWA
PKST

SOA Wealth Advisors’s Peakstone Realty Trust PKST Stock Holding History

SOA Wealth 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
Q4 		– Sell
-312
Closed -$4.25K – 895
2024
Q3 		$4.25K Hold
312
– – ﹤0.01% 613
2024
Q2 		$3.31K Hold
312
– – ﹤0.01% 636
2024
Q1 		$5.03K Hold
312
– – ﹤0.01% 612
2023
Q4 		$6.22K Hold
312
– – ﹤0.01% 579
2023
Q3 		$5.19K Buy
+312
New +$6.63K ﹤0.01% 612

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 $38.8B AUM 21.88% 1-Year Est. Return

SOA Wealth Advisors's PKST Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 312 shares — an estimated $4.25K sold.

SOA Wealth Advisors first reported a position in PKST in Q3 2023 and held it in 5 quarters. The position peaked at $6.22K in Q4 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 312 Peakstone Realty Trust shares in Q4 2024, an estimated $4.25K.
  • SOA Wealth Advisors first reported a position in Peakstone Realty Trust in Q3 2023 and held it in 5 quarters.
  • SOA Wealth Advisors's Peakstone Realty Trust position peaked at $6.22K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.