TWM
PKST

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

Tradition 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
Q1 		– Sell
-1,352
Closed -$27K – 967
2023
Q4 		$27K Hold
1,352
– – ﹤0.01% 771
2023
Q3 		$22K Hold
1,352
– – ﹤0.01% 821
2023
Q2 		$38K Buy
+1,352
New +$35.1K ﹤0.01% 706

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
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
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 $377B AUM 19.32% 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

Tradition Wealth Management's PKST Position: Q1 2024 in Review

Tradition Wealth Management sold out of Peakstone Realty Trust (PKST) in Q1 2024, closing a stake of 1,352 shares — an estimated $27K sold.

Tradition Wealth Management first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $38K in Q2 2023. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Tradition Wealth Management reported no remaining Peakstone Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,352 Peakstone Realty Trust shares in Q1 2024, an estimated $27K.
  • Tradition Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Peakstone Realty Trust position peaked at $38K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.