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Peak Financial Management, Inc. Buys Blackstone Inc, iShares MSCI USA ESG Optimized ETF, iShares ESG USD Corporate Bond ETF, Sells PayPal Holdings Inc, Exxon Mobil Corp, Adobe Inc

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Oct 19, 2021
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Investment company Peak Financial Management, Inc. (Current Portfolio) buys Blackstone Inc, iShares MSCI USA ESG Optimized ETF, iShares ESG USD Corporate Bond ETF, JPMorgan Chase, Repligen Corp, sells PayPal Holdings Inc, Exxon Mobil Corp, Adobe Inc, DuPont de Nemours Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Peak Financial Management, Inc.. As of 2021Q3, Peak Financial Management, Inc. owns 71 stocks with a total value of $295 million. These are the details of the buys and sells.

For the details of Peak Financial Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/peak+financial+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Peak Financial Management, Inc.
  1. Vanguard Total Stock Market ETF (VTI) - 122,434 shares, 9.21% of the total portfolio. Shares reduced by 0.49%
  2. (ACIM) - 365,753 shares, 6.79% of the total portfolio. Shares added by 0.26%
  3. Vanguard S&P 500 ETF (VOO) - 47,504 shares, 6.35% of the total portfolio. Shares reduced by 0.06%
  4. Schwab International Equity ETF (SCHF) - 467,610 shares, 6.13% of the total portfolio. Shares added by 0.22%
  5. Schwab U.S. Tips ETF (SCHP) - 198,744 shares, 4.21% of the total portfolio. Shares added by 3.47%
New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)

Peak Financial Management, Inc. initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $97.33 and $103.79, with an estimated average price of $101.04. The stock is now traded at around $103.560000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,288 shares as of 2021-09-30.

New Purchase: Blackstone Inc (BX)

Peak Financial Management, Inc. initiated holding in Blackstone Inc. The purchase prices were between $97.11 and $135.04, with an estimated average price of $115.96. The stock is now traded at around $126.790000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,002 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co (JPM)

Peak Financial Management, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $168.570000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,308 shares as of 2021-09-30.

New Purchase: iShares ESG USD Corporate Bond ETF (SUSC)

Peak Financial Management, Inc. initiated holding in iShares ESG USD Corporate Bond ETF. The purchase prices were between $27.45 and $28.01, with an estimated average price of $27.79. The stock is now traded at around $27.370000. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,884 shares as of 2021-09-30.

New Purchase: Repligen Corp (RGEN)

Peak Financial Management, Inc. initiated holding in Repligen Corp. The purchase prices were between $194.77 and $324.21, with an estimated average price of $256.26. The stock is now traded at around $262.650000. The impact to a portfolio due to this purchase was 0.07%. The holding were 693 shares as of 2021-09-30.

Sold Out: PayPal Holdings Inc (PYPL)

Peak Financial Management, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $259 and $308.53, with an estimated average price of $283.9.

Sold Out: Exxon Mobil Corp (XOM)

Peak Financial Management, Inc. sold out a holding in Exxon Mobil Corp. The sale prices were between $52.73 and $63.26, with an estimated average price of $57.05.

Sold Out: Adobe Inc (ADBE)

Peak Financial Management, Inc. sold out a holding in Adobe Inc. The sale prices were between $575.72 and $666.59, with an estimated average price of $629.42.

Sold Out: DuPont de Nemours Inc (DD)

Peak Financial Management, Inc. sold out a holding in DuPont de Nemours Inc. The sale prices were between $67.35 and $79.55, with an estimated average price of $73.87.



Here is the complete portfolio of Peak Financial Management, Inc.. Also check out:

1. Peak Financial Management, Inc.'s Undervalued Stocks
2. Peak Financial Management, Inc.'s Top Growth Companies, and
3. Peak Financial Management, Inc.'s High Yield stocks
4. Stocks that Peak Financial Management, Inc. keeps buying
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