Steel Peak Wealth Management LLC Sells in Q4 2024

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
-88
- 2.5%
$70.87 - $83.05 $6.24K - $7.31K
3.43K $265K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-17
- 0.86%
$129.96 - $144.97 $2.21K - $2.46K
1.95K $272K
BAC
Bank Of America Corp

Financial Services
-5.62K
- 9.09%
$39.22 - $47.77 $220K - $269K
56.2K $2.47M
EW
Edwards Lifesciences Corp

Healthcare
-164
- 4.47%
$64.54 - $75.92 $10.6K - $12.5K
3.5K $259K
WFC
Wells Fargo & Company

Financial Services
-1.13K
- 15.4%
$54.98 - $77.35 $62K - $87.3K
6.2K $435K
GM
General Motors CO

Consumer Cyclical
-450
- 8.05%
$44.82 - $60.2 $20.2K - $27.1K
5.14K $273K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-17K
- 3.16%
$49.03 - $53.35 $836K - $909K
523K $26.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-158
- 13.52%
$4100.99 - $5300.34 $648K - $837K
1.01K $5.02M
MASI
Masimo Corp

Healthcare
-169
- 3.95%
$132.43 - $177.7 $22.4K - $30K
4.11K $678K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-70
- 1.36%
$47.29 - $84.74 $3.31K - $5.93K
5.07K $377K
XLF
Financial Sector Spdr

ETFs
-516
- 1.0%
$44.89 - $51.34 $23.2K - $26.5K
50.9K $2.46M
QLD
Proshares Ultra Qqq

ETFs
-603
- 2.31%
$97.85 - $120.25 $59K - $72.5K
25.5K $2.76M
UPST
Upstart Holdings, Inc.

Financial Services
-5.06K
- 24.46%
$37.78 - $84.46 $191K - $428K
15.6K $962K
AMBA
Ambarella Inc

Technology
-668
- 5.47%
$54.22 - $76.22 $36.2K - $50.9K
11.5K $839K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-446
- 6.17%
$146.47 - $191.01 $65.3K - $85.2K
6.78K $1.26M
LC
Lending Club Corp

Financial Services
-669
- 1.36%
$11.15 - $17.91 $7.46K - $12K
48.5K $784K
WMT
Walmart Inc.

Consumer Defensive
-1K
- 1.98%
$79.1 - $95.7 $79.2K - $95.8K
49.7K $4.49M
GDDY
Go Daddy Inc.

Technology
-331
- 2.48%
$153.16 - $209.03 $50.7K - $69.2K
13K $2.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.4K
- 3.97%
$94.43 - $105.47 $1.17M - $1.31M
300K $30.5M
CRM
Salesforce, Inc.

Technology
-755
- 4.26%
$270.87 - $367.87 $205K - $278K
17K $5.68M
V
Visa Inc.

Financial Services
-206
- 0.85%
$273.87 - $320.91 $56.4K - $66.1K
24.2K $7.64M
SHOP
Shopify Inc.

Technology
-420
- 0.99%
$78.14 - $119.49 $32.8K - $50.2K
41.8K $4.44M
GOOG
Alphabet Inc.

Communication Services
-1.68K
- 1.88%
$163.08 - $198.16 $274K - $334K
87.8K $16.7M
CSCO
Cisco Systems, Inc.

Technology
-22.7K
- 3.56%
$52.45 - $60.02 $1.19M - $1.36M
615K $36.4M
AVGO
Broadcom Inc.

Technology
-26.2K
- 14.0%
$159.67 - $250.0 $4.18M - $6.54M
161K $37.3M
MRVL
Marvell Technology, Inc.

Technology
-16.8K
- 8.46%
$70.31 - $124.78 $1.18M - $2.1M
182K $20.1M
NVDA
Nvidia Corp

Technology
-19.4K
- 2.57%
$117.0 - $148.88 $2.27M - $2.89M
734K $98.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-33.3K
- 17.6%
$213.65 - $479.86 $7.11M - $16M
156K $62.9M
Activity Summary
Buys All Purchases 271 New Holdings 96 Increased Positions 175 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 47 Puts 22
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