Price Wealth Management »

Peak shares owned by Price Wealth Management

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

Historical chart of Price Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Peak by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $74k 2.7k 27.33
2020-06-30 $3.0k 93 32.26
2019-12-31 $5.0k 131 38.17

More positions owned by Price Wealth Management

Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit Uie (SPY)
Vanguard Index Fds Real Estate Etf Uie (VNQ)
Ishares Tr Core S&p500 Etf Uie (IVV)
Ishares Tr Core S&p Scp Etf Uie (IJR)
Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV)
Vanguard Specialized Funds Div App Etf Uie (VIG)
Ishares Tr Msci Emg Mkt Etf Uie (EEM)
Vanguard Index Fds Small Cp Etf Uie (VB)
Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

Top funds holding Peak

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

View all funds holding Peak