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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
2024-12-31 $9.4k 465 20.27
2024-09-30 $11k 465 22.87
2024-06-30 $9.1k 465 19.60
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)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Principal Financial Group
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Legal & General Group
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management

View all funds holding Peak