Nauset Wealth Management »

Peak shares owned by Nauset Wealth Management

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

Historical chart of Nauset Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Nauset 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 Nauset Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $29k 840 34.52

More positions owned by Nauset Wealth Management

Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
American Tower Reit (AMT)
Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset Wealth Management

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Hanna Zanoni
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak