WP
PKST

WealthPLAN Partners’s Peakstone Realty Trust PKST Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-969
Closed -$27.1K – 910
2023
Q2 		$27.1K Buy
+969
New +$25.1K ﹤0.01% 622

Other funds holding PKST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's PKST Position: Q3 2023 in Review

WealthPLAN Partners sold out of Peakstone Realty Trust (PKST) in Q3 2023, closing a stake of 969 shares — an estimated $27.1K sold.

WealthPLAN Partners first reported a position in PKST in Q2 2023 and held it in 1 quarter. The position peaked at $27.1K in Q2 2023. 195 funds tracked by Wall St. Rank hold PKST as of Q3 2023.

  • WealthPLAN Partners reported no remaining Peakstone Realty Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 969 Peakstone Realty Trust shares in Q3 2023, an estimated $27.1K.
  • WealthPLAN Partners first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Peakstone Realty Trust position peaked at $27.1K in Q2 2023.
  • 195 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.