SWM
PKST

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

Sugarloaf 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 		$16K Sell
1,446
-1,927
-57% -$25.1K ﹤0.01% 433
2024
Q3 		$46K Hold
3,373
– – 0.01% 315
2024
Q2 		$35.8K Hold
3,373
– – 0.01% 328
2024
Q1 		$54.4K Hold
3,373
– – 0.01% 283
2023
Q4 		$67.2K Sell
3,373
-491
-13% -$8K 0.02% 256
2023
Q3 		$64.3K Buy
+3,864
New +$82.1K 0.02% 256

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

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

Sugarloaf Wealth Management reduced its Peakstone Realty Trust (PKST) stake by 57% in Q4 2024, selling an estimated $25.1K and leaving 1,446 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Sugarloaf Wealth Management first reported a position in PKST in Q3 2023 and has held it in 6 quarters since. The position peaked at $67.2K in Q4 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • Sugarloaf Wealth Management held 1,446 shares of Peakstone Realty Trust worth $16K as of Q4 2024.
  • Sugarloaf Wealth Management sold 1,927 Peakstone Realty Trust shares in Q4 2024, an estimated $25.1K.
  • Peakstone Realty Trust made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #433 holding.
  • Sugarloaf Wealth Management first reported a position in Peakstone Realty Trust in Q3 2023 and has held it in 6 quarters since.
  • Sugarloaf Wealth Management's Peakstone Realty Trust position peaked at $67.2K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.