Western Wealth Management, LLC Closed Holding Positions

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Feb 14, 2022
1,587
$129.31 - $165.15 $205K - $262K
Cyrusone Inc
Q4 2021 Filed on Feb 14, 2022
11,076
N/A
SAM
Boston Beer CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
230
$438.31 - $545.0 $101K - $125K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,519
$40.32 - $48.72 $626K - $756K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 14, 2022
3,272
$53.0 - $103.63 $173K - $339K
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
5,919
$91.29 - $140.68 $540K - $833K
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2021 Filed on Feb 14, 2022
20,727
$3.61 - $4.5 $74.8K - $93.3K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 14, 2022
2,958
$52.29 - $66.13 $155K - $196K
Wisdomtree Tr
Q4 2021 Filed on Feb 14, 2022
20,118
N/A
General Electric CO
Q4 2021 Filed on Feb 14, 2022
91,790
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
16,410
N/A
Del Taco Restaurants Inc New
Q4 2021 Filed on Feb 14, 2022
14,215
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
4,104
$65.98 - $70.36 $271K - $289K
PBT
Permian Basin Royalty Trust

Energy
Q4 2021 Filed on Feb 14, 2022
54,650
$5.92 - $10.1 $324K - $552K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q4 2021 Filed on Feb 14, 2022
42,655
$52.99 - $56.35 $2.26M - $2.4M
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
12,546
$8.73 - $15.27 $110K - $192K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q4 2021 Filed on Feb 14, 2022
8,508
$86.91 - $93.62 $739K - $797K
TELL
Tellurian Inc.

Energy
Q2 2021 Filed on Aug 09, 2021
11,200
$1.7 - $5.32 $19K - $59.6K
Ishares Gold Tr
Q2 2021 Filed on Aug 09, 2021
22,119
N/A
BILI
Bilibili Inc.

Communication Services
Q2 2021 Filed on Aug 09, 2021
2,418
$87.49 - $126.85 $212K - $307K
AWAY
ETF Managers Tr Etfmg Travel T

ETFs
Q2 2021 Filed on Aug 09, 2021
32,535
$27.62 - $31.94 $899K - $1.04M
ALFA
ETF Ser Solutions Alphaclone A

ETFs
Q2 2021 Filed on Aug 09, 2021
4,000
$70.38 - $85.15 $282K - $341K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
1,797
$156.59 - $224.03 $281K - $403K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
2,110
$73.78 - $107.52 $156K - $227K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2021 Filed on Aug 09, 2021
4,074
$49.5 - $49.73 $202K - $203K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
4,665
$82.62 - $126.92 $385K - $592K
Marvell Technology Group LTD
Q2 2021 Filed on Aug 09, 2021
11,224
N/A
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Aug 09, 2021
2,386
$102.49 - $119.08 $245K - $284K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 09, 2021
45,237
N/A
IYG
Ishares Tr

ETFs
Q2 2021 Filed on Aug 09, 2021
1,479
$57.88 - $63.59 $85.6K - $94K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 09, 2021
1,674
$179.3 - $226.77 $300K - $380K
Colony Cr Real Estate Inc
Q2 2021 Filed on Aug 09, 2021
17,004
N/A
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on May 14, 2021
11,977
$28.2 - $30.0 $338K - $359K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on May 14, 2021
1,641
$122.53 - $146.42 $201K - $240K
GOEX
Global X Gold Explorers ETF

ETFs
Q1 2021 Filed on May 14, 2021
7,811
$28.28 - $37.67 $221K - $294K
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2021 Filed on May 14, 2021
79,240
$24.76 - $30.16 $1.96M - $2.39M
GUT
Gabelli Utility Trust

Financial Services
Q1 2021 Filed on May 14, 2021
12,010
$6.78 - $8.2 $81.4K - $98.5K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q1 2021 Filed on May 14, 2021
9,869
$34.06 - $36.08 $336K - $356K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 14, 2021
16,834
N/A
Spdr Ser Tr
Q1 2021 Filed on May 14, 2021
77,635
N/A
World Gold Tr
Q1 2021 Filed on May 14, 2021
12,598
N/A
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2021 Filed on May 14, 2021
2,000
$104.02 - $146.84 $208K - $294K
NDLS
Noodles & CO

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
13,000
$7.73 - $12.2 $100K - $159K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on May 14, 2021
3,263
$96.5 - $119.06 $315K - $388K
USO
United States Oil Fund, LP

ETFs
Q4 2020 Filed on Feb 10, 2021
3,476
$25.25 - $33.48 $87.8K - $116K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 10, 2021
16,076
N/A
AMAT
Applied Materials Inc

Technology
Q4 2020 Filed on Feb 10, 2021
300
$57.32 - $89.75 $17.2K - $26.9K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2020 Filed on Feb 10, 2021
10,222
$4.99 - $6.71 $51K - $68.6K
Reality Shs ETF Tr
Q4 2020 Filed on Feb 10, 2021
4,999
N/A
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