Peak shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Peak (DOC) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Peak by Optimum Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $116k | 5.1k | 22.87 |
2024-06-30 | $106k | 5.4k | 19.60 |
2024-03-31 | $127k | 6.7k | 18.75 |
2023-12-31 | $13k | 630 | 19.80 |
2023-09-30 | $12k | 630 | 18.36 |
2023-06-30 | $13k | 630 | 20.10 |
2023-03-31 | $14k | 630 | 21.97 |
2022-12-31 | $16k | 630 | 25.07 |
2022-09-30 | $14k | 630 | 22.22 |
2022-06-30 | $55k | 2.1k | 25.82 |
2022-03-31 | $73k | 2.1k | 34.27 |
2021-12-31 | $77k | 2.1k | 36.15 |
2021-09-30 | $71k | 2.1k | 33.33 |
2021-06-30 | $251k | 7.5k | 33.33 |
2021-03-31 | $239k | 7.5k | 31.74 |
2020-12-31 | $228k | 7.5k | 30.28 |
2020-09-30 | $204k | 7.5k | 27.09 |
2020-06-30 | $216k | 7.8k | 27.54 |
2020-03-31 | $187k | 7.8k | 23.85 |
2019-12-31 | $270k | 7.8k | 34.43 |
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