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
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
35,048
$18.26 - $22.37 $640K - $784K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
7,858
$29.35 - $34.16 $231K - $268K
MOTS
Motus Gi Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
21,496
$17.92 - $27.8 $385K - $598K
BTU
Peabody Energy Corp

Energy
Q2 2021 Filed on Aug 13, 2021
23,000
$3.01 - $9.21 $69.2K - $212K
JNPR
Juniper Networks Inc

Technology
Q2 2021 Filed on Aug 13, 2021
23,614
$25.07 - $28.93 $592K - $683K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
13,730
N/A
NEM
Newmont Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
10,068
$60.61 - $74.38 $610K - $749K
MYSZ
My Size, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
17,318
$0.97 - $1.54 $16.8K - $26.7K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2021 Filed on May 18, 2021
16,485
$29.52 - $30.77 $487K - $507K
SITM
Sitime Corp

Technology
Q1 2021 Filed on May 18, 2021
4,000
$90.54 - $148.49 $362K - $594K
ZUO
Zuora Inc

Technology
Q1 2021 Filed on May 18, 2021
20,000
$13.21 - $16.83 $264K - $337K
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on May 18, 2021
1,251
$235.92 - $282.57 $295K - $353K
Slack Technologies Inc
Q1 2021 Filed on May 18, 2021
11,946
N/A
FISV
Fiserv Inc

Technology
Q1 2021 Filed on May 18, 2021
18,135
$102.69 - $124.13 $1.86M - $2.25M
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 18, 2021
945
$241.17 - $318.09 $228K - $301K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on May 18, 2021
29,098
$109.42 - $121.99 $3.18M - $3.55M
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 18, 2021
11,580
$32.91 - $38.69 $381K - $448K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2021 Filed on May 18, 2021
354,520
$39.62 - $45.05 $14M - $16M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2021 Filed on May 18, 2021
3,333
$98.85 - $110.32 $329K - $368K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on May 18, 2021
375,489
$29.49 - $32.83 $11.1M - $12.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 18, 2021
391,678
$36.13 - $37.14 $14.2M - $14.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2021 Filed on May 18, 2021
45,786
$26.89 - $27.33 $1.23M - $1.25M
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 18, 2021
20,136
N/A
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 18, 2021
10,000
$3.45 - $9.09 $34.5K - $90.9K
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on May 18, 2021
152,764
$28.2 - $30.0 $4.31M - $4.58M
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q1 2021 Filed on May 18, 2021
9,693
$34.96 - $38.39 $339K - $372K
EVGN
Evogene Ltd.

Healthcare
Q1 2021 Filed on May 18, 2021
10,620
$4.29 - $9.94 $45.6K - $106K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2021 Filed on May 18, 2021
1,189
$195.08 - $215.19 $232K - $256K
RNG
Ring Central, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
1,001
$257.01 - $402.51 $257K - $403K
IEFA
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
110,088
$58.13 - $69.71 $6.4M - $7.67M
GAL
Ssga Active ETF Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
19,890
$38.3 - $42.86 $762K - $852K
IMGN
Immuno Gen, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
16,000
$3.7 - $7.66 $59.2K - $123K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
2,000
$56.16 - $107.49 $112K - $215K
DOYU
Dou Yu International Holdings LTD

Communication Services
Q4 2020 Filed on Feb 04, 2021
15,423
$11.0 - $15.88 $170K - $245K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
3,201
$56.16 - $107.49 $180K - $344K
COTY
Coty Inc.

Consumer Defensive
Q4 2020 Filed on Feb 04, 2021
39,780
$2.85 - $7.75 $113K - $308K
CMA
Comerica Inc

Financial Services
Q4 2020 Filed on Feb 04, 2021
5,928
$38.08 - $56.2 $226K - $333K
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
25,268
$39.45 - $50.02 $997K - $1.26M
PFG
Principal Financial Group Inc

Financial Services
Q4 2020 Filed on Feb 04, 2021
7,495
$38.25 - $52.6 $287K - $394K
Unilever N V
Q4 2020 Filed on Feb 04, 2021
3,304
N/A
Hexo Corp
Q4 2020 Filed on Feb 04, 2021
25,000
N/A
California Res Corp
Q3 2020 Filed on Oct 26, 2020
15,501
N/A
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q3 2020 Filed on Oct 26, 2020
16,829
$8.73 - $10.23 $147K - $172K
IVZ
Invesco Ltd.

Financial Services
Q3 2020 Filed on Oct 26, 2020
33,182
$9.77 - $11.49 $324K - $381K
JCI
Johnson Controls International PLC

Industrials
Q3 2020 Filed on Oct 26, 2020
12,783
$33.38 - $42.97 $427K - $549K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Oct 26, 2020
7,200
$23.93 - $31.98 $172K - $230K
EQR
Equity Residential

Real Estate
Q3 2020 Filed on Oct 26, 2020
6,658
$50.51 - $60.83 $336K - $405K
T Mobile Us Inc
Q3 2020 Filed on Oct 26, 2020
34,751
N/A
Cnx Midstream Partners LP
Q3 2020 Filed on Oct 26, 2020
11,630
N/A
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