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Peak shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point Wealth Management investment in Peak

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

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Quarterly reported holdings in Peak by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $5.0k 200 25.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point 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