Westwood Wealth Management Closed Holding Positions

Westwood Wealth Management

$254 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
QS Quantum Scape Corp Consumer Cyclical	Q2 2022 Filed on Aug 05, 2022	10,000	$8.39 - $21.58 $83.9K - $216K
Draftkings Inc	Q2 2022 Filed on Aug 05, 2022	25,950	N/A
DAL Delta Air Lines, Inc. Industrials	Q2 2022 Filed on Aug 05, 2022	5,500	$28.97 - $44.73 $159K - $246K
SPG Simon Property Group Inc Real Estate	Q2 2022 Filed on Aug 05, 2022	105	$94.62 - $134.53 $9.94K - $14.1K
QS Quantum Scape Corp Consumer Cyclical	Q2 2022 Filed on Aug 05, 2022	975	$8.39 - $21.58 $8.18K - $21K
MAC Macerich CO Real Estate	Q2 2022 Filed on Aug 05, 2022	300	$8.71 - $15.64 $2.61K - $4.69K
ESS Essex Property Trust, Inc. Real Estate	Q2 2022 Filed on Aug 05, 2022	200	$253.94 - $359.31 $50.8K - $71.9K
SBUX Starbucks Corp Consumer Cyclical	Q2 2022 Filed on Aug 05, 2022	3,900	$69.9 - $91.49 $273K - $357K
WYNN Wynn Resorts LTD Consumer Cyclical	Q1 2022 Filed on May 11, 2022	655	$66.88 - $96.26 $43.8K - $63.1K
Supernova Partners Acquistn	Q1 2022 Filed on May 11, 2022	500	N/A
STOK Stoke Therapeutics, Inc. Healthcare	Q1 2022 Filed on May 11, 2022	95	$17.19 - $26.1 $1.63K - $2.48K
SRNE Sorrento Therapeutics, Inc. Healthcare	Q1 2022 Filed on May 11, 2022	675	$2.0 - $4.9 $1.35K - $3.31K
SNOW Snowflake Inc. Technology	Q1 2022 Filed on May 11, 2022	300	$166.75 - $332.01 $50K - $99.6K
XLK Technology Sector Spdr ETFs	Q1 2022 Filed on May 11, 2022	224	$141.39 - $175.52 $31.7K - $39.3K
XLF Financial Sector Spdr ETFs	Q1 2022 Filed on May 11, 2022	7,925	$35.66 - $41.42 $283K - $328K
GWW W.W. Grainger, Inc. Industrials	Q1 2022 Filed on May 11, 2022	50	$462.39 - $520.64 $23.1K - $26K
Direxion Shs ETF Tr	Q1 2022 Filed on May 11, 2022	6,515	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.