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
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 10, 2022
4,075
$59.19 - $60.79 $241K - $248K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 10, 2022
5,901
$77.77 - $81.19 $459K - $479K
Anaplan Inc
Q1 2022 Filed on May 10, 2022
6,706
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2022 Filed on May 10, 2022
9,364
$30.07 - $30.94 $282K - $290K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on May 10, 2022
4,104
$77.66 - $80.73 $319K - $331K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2022 Filed on May 10, 2022
16,988
$3.56 - $6.94 $60.5K - $118K
STM
St Microelectronics N.V.

Technology
Q1 2022 Filed on May 10, 2022
7,282
$35.66 - $50.2 $260K - $366K
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
1,016
$268.28 - $343.43 $273K - $349K
PSTG
Pure Storage, Inc.

Technology
Q1 2022 Filed on May 10, 2022
15,957
$24.56 - $36.0 $392K - $574K
BPOP
Popular, Inc.

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

Communication Services
Q1 2022 Filed on May 10, 2022
6,526
$45.01 - $64.88 $294K - $423K
CANE
Teucrium Commodity Trust

ETFs
Q1 2022 Filed on May 10, 2022
11,677
$7.14 - $12.28 $83.4K - $143K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 10, 2022
15,751
$39.0 - $71.34 $614K - $1.12M
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2022 Filed on May 10, 2022
7,732
$61.75 - $74.31 $477K - $575K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2022 Filed on May 10, 2022
11,001
$13.48 - $16.79 $148K - $185K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
Q1 2022 Filed on May 10, 2022
116,072
$25.51 - $27.51 $2.96M - $3.19M
MTOR
Meritor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,914
$22.7 - $36.1 $43.4K - $69.1K
DDOG
Datadog, Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,548
$118.76 - $174.6 $421K - $619K
COUP
Coupa Software Inc

Technology
Q1 2022 Filed on May 10, 2022
2,281
$72.55 - $164.06 $165K - $374K
NAOV
Nano Vibronix, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
13,425
$0.7 - $1.16 $9.4K - $15.6K
Power & Digital Infra Acq CO
Q1 2022 Filed on May 10, 2022
34,552
N/A
Yandex N V
Q1 2022 Filed on May 10, 2022
11,346
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
777
$218.27 - $304.24 $170K - $236K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
976
$181.39 - $234.03 $177K - $228K
BLDP
Ballard Power Systems Inc.

Industrials
Q1 2022 Filed on May 10, 2022
10,435
$8.86 - $12.63 $92.5K - $132K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 10, 2022
3,813
$51.87 - $61.26 $198K - $234K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
26,952
$12.38 - $19.1 $334K - $515K
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
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Jan 31, 2022
1,350
$343.33 - $458.13 $463K - $618K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
2,275
$146.1 - $178.12 $332K - $405K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Jan 31, 2022
11,654
$13.04 - $24.06 $152K - $280K
ARRY
Array Technologies, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
30,000
$15.39 - $27.09 $462K - $813K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
16,091
$5.41 - $8.5 $87.1K - $137K
CRUS
Cirrus Logic, Inc.

Technology
Q4 2021 Filed on Jan 31, 2022
4,000
$77.21 - $93.18 $309K - $373K
KURE
Kraneshares Tr Msci All China

ETFs
Q4 2021 Filed on Jan 31, 2022
10,000
$27.83 - $37.08 $278K - $371K
FE
Firstenergy Corp

Utilities
Q4 2021 Filed on Jan 31, 2022
5,786
$35.64 - $41.59 $206K - $241K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Jan 31, 2022
1,560
$117.89 - $161.28 $184K - $252K
BLNK
Blink Charging Co.

Industrials
Q4 2021 Filed on Jan 31, 2022
13,730
$26.27 - $46.85 $361K - $643K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
6,857
$26.55 - $40.57 $182K - $278K
SI
Silvergate Capital Corp

Financial Services
Q4 2021 Filed on Jan 31, 2022
2,000
$128.05 - $222.13 $256K - $444K
Proshares Tr
Q4 2021 Filed on Jan 31, 2022
11,004
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
701
$65.63 - $91.55 $46K - $64.2K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
875
$373.53 - $434.12 $327K - $380K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Jan 31, 2022
2,190
$170.78 - $193.47 $374K - $424K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
414
$586.54 - $666.48 $243K - $276K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,564
$63.78 - $97.86 $99.8K - $153K
PTRA
Proterra Inc

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
500
$8.45 - $12.76 $4.23K - $6.38K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,209
$248.03 - $268.66 $300K - $325K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2021 Filed on Jan 31, 2022
4,048
$54.44 - $58.74 $220K - $238K
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