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
2024-09-30 $18k 765 22.87
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

Top funds holding Peak

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Cohen & Steers Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Peak