WFA of San Diego »

Peak shares owned by WFA of San Diego

Quarter-by-quarter ownership of Peak (DOC) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Peak

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All positions including Peak held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $14k 765 18.36
2023-06-30 $15k 765 20.10
2022-12-31 $19k 765 25.07
2022-06-30 $20k 765 26.14

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon
Cohen & Steers Capital Management
Cullen Capital Management

View all funds holding Peak