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Peak shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7k 465 18.75
2023-12-31 $18k 930 19.80
2023-09-30 $8.5k 465 18.36
2020-09-30 $12k 465 25.81

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Centersquare Investment Management
Dimensional Fund Advisors
Legal & General Group
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Nuveen Asset Management
PGGM Vermogensbeheer B.V.
Cullen Capital Management
Ubs Global Asset Management Americas
Ing Clarion Real Estate Securities
Sumitomo Mitsui Trust Holdings

View all funds holding Peak