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Peak shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $391k 21k 18.75
2023-12-31 $432k 22k 19.80

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private 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