Steel Peak Wealth Management LLC Closed Holding Positions

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
5,550
$51.24 - $57.32 $284K - $318K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2022 Filed on Aug 02, 2022
2,490
$90.1 - $94.09 $224K - $234K
MSTR
Microstrategy Inc

Technology
Q2 2022 Filed on Aug 02, 2022
501
$152.15 - $501.26 $76.2K - $251K
Draftkings Inc
Q2 2022 Filed on Aug 02, 2022
17,893
N/A
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
2,754
$56.81 - $112.28 $156K - $309K
UNM
Unum Group

Financial Services
Q2 2022 Filed on Aug 02, 2022
6,555
$30.52 - $37.16 $200K - $244K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 02, 2022
3,836
$43.35 - $54.51 $166K - $209K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 02, 2022
39,193
$88.4 - $105.81 $3.46M - $4.15M
VOYA
Voya Financial, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
28,913
$57.53 - $69.64 $1.66M - $2.01M
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
18,758
$82.55 - $98.4 $1.55M - $1.85M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
821
$194.2 - $261.13 $159K - $214K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
13,145
$11.0 - $12.95 $145K - $170K
LPX
Louisiana Pacific Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
36,506
$51.25 - $77.9 $1.87M - $2.84M
Evofem Biosciences Inc
Q2 2022 Filed on Aug 02, 2022
15,000
N/A
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
16,000
$16.46 - $37.03 $263K - $592K
CSL
Carlisle Companies Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
8,169
$231.39 - $272.84 $1.89M - $2.23M
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
25,002
$35.76 - $51.7 $894K - $1.29M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 02, 2022
45,589
$11.27 - $13.13 $514K - $599K
FTNT
Fortinet, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
675
$49.04 - $69.34 $33.1K - $46.8K
LNT
Alliant Energy Corp

Utilities
Q2 2022 Filed on Aug 02, 2022
12,138
$54.75 - $65.16 $665K - $791K
VIS
Vanguard Industrial ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
5,661
$159.78 - $193.45 $905K - $1.1M
EQH
Equitable Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
60,121
$25.56 - $32.3 $1.54M - $1.94M
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Aug 02, 2022
17,081
$25.36 - $30.58 $433K - $522K
ALGM
Allegro Microsystems, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
17,002
$20.34 - $28.17 $346K - $479K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 02, 2022
5,543
$42.05 - $47.77 $233K - $265K
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
43,985
$7.48 - $11.02 $329K - $485K
Draftkings Inc
Q2 2022 Filed on Aug 02, 2022
5,000
N/A
VG
Vonage Holdings Corp

Communication Services
Q2 2022 Filed on Aug 02, 2022
22,987
$15.88 - $20.38 $365K - $468K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
2,082
$232.1 - $292.26 $483K - $608K
SJI
South Jersey Industries Inc

Utilities
Q2 2022 Filed on Aug 02, 2022
6,661
$33.38 - $34.85 $222K - $232K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,654
$167.55 - $289.82 $780K - $1.35M
NVTA
Invitae Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
2,706
$2.13 - $9.01 $5.76K - $24.4K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2022 Filed on Aug 02, 2022
9,553
$34.19 - $39.91 $327K - $381K
MAS
Masco Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
34,363
$47.26 - $57.84 $1.62M - $1.99M
NVTA
Invitae Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
10,000
$2.13 - $9.01 $21.3K - $90.1K
CB
Chubb LTD

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,049
$186.97 - $216.55 $196K - $227K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
14,150
$5.71 - $6.69 $80.8K - $94.7K
GRTS
Gritstone Bio, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
10,859
$1.77 - $4.34 $19.2K - $47.1K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
6,258
$15.37 - $32.54 $96.2K - $204K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 02, 2022
9,107
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
8,327
$147.08 - $319.42 $1.22M - $2.66M
SCI
Service Corp International

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
18,937
$63.54 - $71.71 $1.2M - $1.36M
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
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on May 10, 2022
7,077
$49.47 - $50.82 $350K - $360K
PWR
Quanta Services, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
5,251
$96.89 - $135.54 $509K - $712K
CACC
Credit Acceptance Corp

Financial Services
Q1 2022 Filed on May 10, 2022
2,803
$470.31 - $648.84 $1.32M - $1.82M
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
64,730
$72.45 - $85.55 $4.69M - $5.54M
MNDO
Mind Cti LTD

Technology
Q1 2022 Filed on May 10, 2022
11,713
$2.9 - $3.22 $34K - $37.7K
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