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
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on May 18, 2021
1,251
$235.92 - $282.57 $295K - $353K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on May 18, 2021
29,098
$109.42 - $121.99 $3.18M - $3.55M
ZUO
Zuora Inc

Technology
Q1 2021 Filed on May 18, 2021
20,000
$13.21 - $16.83 $264K - $337K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 18, 2021
945
$241.17 - $318.09 $228K - $301K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 18, 2021
20,136
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2021 Filed on May 18, 2021
3,333
$98.85 - $110.32 $329K - $368K
CTXS
Citrix Systems Inc

Technology
Q1 2021 Filed on May 18, 2021
3,445
$125.77 - $144.47 $433K - $498K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on May 18, 2021
375,489
$29.49 - $32.83 $11.1M - $12.3M
EVGN
Evogene Ltd.

Healthcare
Q1 2021 Filed on May 18, 2021
10,620
$4.29 - $9.94 $45.6K - $106K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on May 18, 2021
1,189
$195.08 - $215.19 $232K - $256K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 18, 2021
391,678
$36.13 - $37.14 $14.2M - $14.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2021 Filed on May 18, 2021
45,786
$26.89 - $27.33 $1.23M - $1.25M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2021 Filed on May 18, 2021
16,485
$29.52 - $30.77 $487K - $507K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q1 2021 Filed on May 18, 2021
9,693
$34.96 - $38.39 $339K - $372K
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on May 18, 2021
152,764
$28.2 - $30.0 $4.31M - $4.58M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2021 Filed on May 18, 2021
354,520
$39.62 - $45.05 $14M - $16M
SITM
Sitime Corp

Technology
Q1 2021 Filed on May 18, 2021
4,000
$90.54 - $148.49 $362K - $594K
COTY
Coty Inc.

Consumer Defensive
Q4 2020 Filed on Feb 04, 2021
39,780
$2.85 - $7.75 $113K - $308K
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
25,268
$39.45 - $50.02 $997K - $1.26M
RNG
Ring Central, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
1,001
$257.01 - $402.51 $257K - $403K
Unilever N V
Q4 2020 Filed on Feb 04, 2021
3,304
N/A
GAL
Ssga Active ETF Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
19,890
$38.3 - $42.86 $762K - $852K
CMA
Comerica Inc

Financial Services
Q4 2020 Filed on Feb 04, 2021
5,928
$38.08 - $56.2 $226K - $333K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
2,000
$56.16 - $107.49 $112K - $215K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
3,201
$56.16 - $107.49 $180K - $344K
DOYU
Dou Yu International Holdings LTD

Communication Services
Q4 2020 Filed on Feb 04, 2021
15,423
$11.0 - $15.88 $170K - $245K
Hexo Corp
Q4 2020 Filed on Feb 04, 2021
25,000
N/A
IMGN
Immuno Gen, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
16,000
$3.7 - $7.66 $59.2K - $123K
PFG
Principal Financial Group Inc

Financial Services
Q4 2020 Filed on Feb 04, 2021
7,495
$38.25 - $52.6 $287K - $394K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Oct 26, 2020
7,200
$23.93 - $31.98 $172K - $230K
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q3 2020 Filed on Oct 26, 2020
16,829
$8.73 - $10.23 $147K - $172K
California Res Corp
Q3 2020 Filed on Oct 26, 2020
15,501
N/A
IVZ
Invesco Ltd.

Financial Services
Q3 2020 Filed on Oct 26, 2020
33,182
$9.77 - $11.49 $324K - $381K
JCI
Johnson Controls International PLC

Industrials
Q3 2020 Filed on Oct 26, 2020
12,783
$33.38 - $42.97 $427K - $549K
EQR
Equity Residential

Real Estate
Q3 2020 Filed on Oct 26, 2020
6,658
$50.51 - $60.83 $336K - $405K
T Mobile Us Inc
Q3 2020 Filed on Oct 26, 2020
34,751
N/A
Oasis Midstream Partners LP
Q3 2020 Filed on Oct 26, 2020
11,689
N/A
VGR
Vector Group LTD

Consumer Defensive
Q3 2020 Filed on Oct 26, 2020
19,350
$8.43 - $10.5 $163K - $203K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 26, 2020
14,582
$9.82 - $13.9 $143K - $203K
Cnx Midstream Partners LP
Q3 2020 Filed on Oct 26, 2020
11,630
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
11,524
$11.94 - $19.76 $138K - $228K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
13,739
$4.43 - $9.55 $60.9K - $131K
Proshares Tr Ii
Q2 2020 Filed on Jul 21, 2020
94,295
N/A
Barclays Bank PLC
Q2 2020 Filed on Jul 21, 2020
20,554
N/A
ROK
Rockwell Automation, Inc

Industrials
Q2 2020 Filed on Jul 21, 2020
5,049
$143.68 - $227.39 $725K - $1.15M
AMPY
Amplify Energy Corp.

Energy
Q2 2020 Filed on Jul 21, 2020
35,087
$0.54 - $2.24 $18.9K - $78.6K
Raytheon CO
Q2 2020 Filed on Jul 21, 2020
100
N/A
United Technologies Corp
Q2 2020 Filed on Jul 21, 2020
7,209
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Jul 21, 2020
41,734
$47.65 - $49.55 $1.99M - $2.07M
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