Impact Partnership Wealth »

Peak shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of Peak (DOC) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $457k 23k 19.80
2023-09-30 $304k 17k 18.36
2023-06-30 $526k 26k 20.10

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

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
PGGM Vermogensbeheer B.V.
Cullen Capital Management
Ubs Global Asset Management Americas
Ing Clarion Real Estate Securities
Sumitomo Mitsui Trust Holdings
Barclays

View all funds holding Peak