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
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Jan 31, 2022
1,400
$183.1 - $238.9 $256K - $334K
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Jan 31, 2022
11,477
$35.71 - $41.18 $410K - $473K
Peoples United Financial Inc
Q4 2021 Filed on Jan 31, 2022
19,720
N/A
Stamps Com Inc
Q4 2021 Filed on Jan 31, 2022
303,847
N/A
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2021 Filed on Jan 31, 2022
1,548
$402.25 - $471.34 $623K - $730K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Jan 31, 2022
300
$343.33 - $458.13 $103K - $137K
Santander Consumer Usa Hldgs
Q4 2021 Filed on Jan 31, 2022
39,396
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q4 2021 Filed on Jan 31, 2022
2,350
$74.39 - $98.59 $175K - $232K
SONY
Sony Group Corp

Technology
Q4 2021 Filed on Jan 31, 2022
2,809
$105.56 - $127.48 $297K - $358K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
5,000
$65.63 - $91.55 $328K - $458K
PTRA
Proterra Inc

Consumer Cyclical
Q4 2021 Filed on Jan 31, 2022
10,000
$8.45 - $12.76 $84.5K - $128K
SLM
Slm Corp

Financial Services
Q4 2021 Filed on Jan 31, 2022
92,746
$17.1 - $19.67 $1.59M - $1.82M
XTLB
Xtl Biopharmaceuticals LTD

Healthcare
Q3 2021 Filed on Nov 15, 2021
11,671
$3.43 - $5.2 $40K - $60.7K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
6,464
$56.59 - $57.62 $366K - $372K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
6,073
$24.67 - $51.48 $150K - $313K
LAZ
Lazard LTD

Financial Services
Q3 2021 Filed on Nov 15, 2021
4,532
$43.06 - $48.76 $195K - $221K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
8,100
$147.13 - $179.87 $1.19M - $1.46M
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
21,130
$55.86 - $128.37 $1.18M - $2.71M
LEN
Lennar Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
300
$93.68 - $108.84 $28.1K - $32.7K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q3 2021 Filed on Nov 15, 2021
26,434
$50.52 - $50.94 $1.34M - $1.35M
General Electric CO
Q3 2021 Filed on Nov 15, 2021
77,890
N/A
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
10,756
$65.67 - $112.75 $706K - $1.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2021 Filed on Nov 15, 2021
4,423
$97.33 - $103.96 $430K - $460K
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
7,001
$39.22 - $58.02 $275K - $406K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2021 Filed on Nov 15, 2021
2,566
$102.77 - $112.89 $264K - $290K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
2,537
$105.26 - $152.99 $267K - $388K
AOK
Ishares Tr Core Conservative A

ETFs
Q3 2021 Filed on Nov 15, 2021
5,435
$39.5 - $40.38 $215K - $219K
TGIF
Tidal ETF Tr Sofi Weekly Incom
Q3 2021 Filed on Nov 15, 2021
2,269
N/A
Magal Security Sys LTD
Q3 2021 Filed on Nov 15, 2021
15,666
N/A
IAU
Ishares Gold Trust

ETFs
Q3 2021 Filed on Nov 15, 2021
6,554
$32.85 - $34.83 $215K - $228K
MCHI
Ishares Msci China ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
13,815
$66.13 - $81.77 $914K - $1.13M
ORI
Old Republic International Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
8,409
$22.52 - $26.45 $189K - $222K
ICL
Icl Group Ltd.

Basic Materials
Q3 2021 Filed on Nov 15, 2021
13,723
$6.56 - $7.56 $90K - $104K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,975
$85.4 - $126.43 $169K - $250K
CNC
Centene Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
2,860
$59.73 - $74.7 $171K - $214K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 15, 2021
5,333
$77.73 - $85.84 $415K - $458K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q3 2021 Filed on Nov 15, 2021
10,728
$48.84 - $55.03 $524K - $590K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
6,709
$73.87 - $92.86 $496K - $623K
WU
Western Union CO

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,049
$19.84 - $23.58 $259K - $308K
BNDX
Vanguard Total International B

ETFs
Q3 2021 Filed on Nov 15, 2021
21,135
$56.96 - $58.06 $1.2M - $1.23M
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 15, 2021
20,379
$47.36 - $53.86 $965K - $1.1M
MCY
Mercury General Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
3,273
$55.67 - $65.75 $182K - $215K
VBLT
Vascular Biogenics Ltd.

Healthcare
Q2 2021 Filed on Aug 13, 2021
23,829
$1.69 - $2.67 $40.3K - $63.6K
CMI
Cummins Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,237
$233.0 - $270.74 $521K - $606K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
5,995
$67.35 - $76.9 $404K - $461K
Marvell Technology Group LTD
Q2 2021 Filed on Aug 13, 2021
196,967
N/A
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,352
$33.01 - $42.07 $177K - $225K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2021 Filed on Aug 13, 2021
5,755
$48.92 - $52.14 $282K - $300K
Seagate Technology PLC
Q2 2021 Filed on Aug 13, 2021
3,114
N/A
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