Wealth Enhancement & Preservation of GA’s Peakstone Realty Trust PKST Stock Holding History

Wealth Enhancement & Preservation of GA’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 Q2	$430K	Buy	+15,390	New	+$399K	0.41%	36

Other funds holding PKST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's PKST Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in Peakstone Realty Trust (PKST) in Q2 2023: 15,390 shares worth $430K. The stake represents 0.41% of the portfolio and ranks #36 among its holdings.

181 funds tracked by Wall St. Rank hold PKST as of Q2 2023.

Wealth Enhancement & Preservation of GA held 15,390 shares of Peakstone Realty Trust worth $430K as of Q2 2023.
Peakstone Realty Trust was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
Peakstone Realty Trust made up 0.41% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #36 holding.
181 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.