Steel Peak Wealth Management LLC Closed Holding Positions

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Yandex N V
Q1 2022 Filed on May 10, 2022
11,346
N/A
PSTG
Pure Storage, Inc.

Technology
Q1 2022 Filed on May 10, 2022
15,957
$24.56 - $36.0 $392K - $574K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
26,952
$12.38 - $19.1 $334K - $515K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2022 Filed on May 10, 2022
16,988
$3.56 - $6.94 $60.5K - $118K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
64,730
$72.45 - $85.55 $4.69M - $5.54M
Anaplan Inc
Q1 2022 Filed on May 10, 2022
6,706
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on May 10, 2022
4,104
$77.66 - $80.73 $319K - $331K
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 10, 2022
4,075
$59.19 - $60.79 $241K - $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
777
$218.27 - $304.24 $170K - $236K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2022 Filed on May 10, 2022
9,177
$49.8 - $50.28 $457K - $461K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 10, 2022
7,467
$162.31 - $192.2 $1.21M - $1.44M
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
1,016
$268.28 - $343.43 $273K - $349K
BPOP
Popular, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
15,846
$79.77 - $98.46 $1.26M - $1.56M
MTOR
Meritor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,914
$22.7 - $36.1 $43.4K - $69.1K
STM
St Microelectronics N.V.

Technology
Q1 2022 Filed on May 10, 2022
7,282
$35.66 - $50.2 $260K - $366K
CANE
Teucrium Commodity Trust

ETFs
Q1 2022 Filed on May 10, 2022
11,677
$7.14 - $12.28 $83.4K - $143K
NAOV
Nano Vibronix, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
13,425
$0.7 - $1.16 $9.4K - $15.6K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2022 Filed on May 10, 2022
11,001
$13.48 - $16.79 $148K - $185K
CACC
Credit Acceptance Corp

Financial Services
Q1 2022 Filed on May 10, 2022
2,803
$470.31 - $648.84 $1.32M - $1.82M
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on May 10, 2022
7,077
$49.47 - $50.82 $350K - $360K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2022 Filed on May 10, 2022
7,732
$61.75 - $74.31 $477K - $575K
MTOR
Meritor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
20,000
$22.7 - $36.1 $454K - $722K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
2,275
$146.1 - $178.12 $332K - $405K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Jan 31, 2022
1,560
$117.89 - $161.28 $184K - $252K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Jan 31, 2022
11,654
$13.04 - $24.06 $152K - $280K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
5,000
$65.63 - $91.55 $328K - $458K
BLNK
Blink Charging Co.

Industrials
Q4 2021 Filed on Jan 31, 2022
13,730
$26.27 - $46.85 $361K - $643K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
16,091
$5.41 - $8.5 $87.1K - $137K
ARRY
Array Technologies, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
30,000
$15.39 - $27.09 $462K - $813K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Jan 31, 2022
300
$343.33 - $458.13 $103K - $137K
KURE
Kraneshares Tr Msci All China

ETFs
Q4 2021 Filed on Jan 31, 2022
10,000
$27.83 - $37.08 $278K - $371K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Jan 31, 2022
5,178
$53.0 - $103.63 $274K - $537K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Jan 31, 2022
1,400
$183.1 - $238.9 $256K - $334K
Peoples United Financial Inc
Q4 2021 Filed on Jan 31, 2022
19,720
N/A
SI
Silvergate Capital Corp

Financial Services
Q4 2021 Filed on Jan 31, 2022
2,000
$128.05 - $222.13 $256K - $444K
PTRA
Proterra Inc

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
10,000
$8.45 - $12.76 $84.5K - $128K
CRUS
Cirrus Logic, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
4,000
$77.21 - $93.18 $309K - $373K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,564
$63.78 - $97.86 $99.8K - $153K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
414
$586.54 - $666.48 $243K - $276K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Jan 31, 2022
2,190
$170.78 - $193.47 $374K - $424K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
875
$373.53 - $434.12 $327K - $380K
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,548
$402.25 - $471.34 $623K - $730K
SONY
Sony Group Corp

Technology
Q4 2021 Filed on Jan 31, 2022
2,809
$105.56 - $127.48 $297K - $358K
SLM
Slm Corp

Financial Services
Q4 2021 Filed on Jan 31, 2022
92,746
$17.1 - $19.67 $1.59M - $1.82M
Santander Consumer Usa Hldgs
Q4 2021 Filed on Jan 31, 2022
39,396
N/A
Proshares Tr
Q4 2021 Filed on Jan 31, 2022
11,004
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q4 2021 Filed on Jan 31, 2022
2,350
$74.39 - $98.59 $175K - $232K
Stamps Com Inc
Q4 2021 Filed on Jan 31, 2022
303,847
N/A
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Jan 31, 2022
11,477
$35.71 - $41.18 $410K - $473K
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