SteelPeak Wealth’s Leonardo DRS DRS Stock Holding History

SteelPeak Wealth’s Portfolio DRS Stock Details DRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-60,942	Closed	-$779K	–	405
2022 Q4	$779K	Buy	+60,942	New	+$707K	0.06%	195

Other funds holding DRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

SteelPeak Wealth's DRS Position: Q1 2023 in Review

SteelPeak Wealth sold out of Leonardo DRS (DRS) in Q1 2023, closing a stake of 60,942 shares — an estimated $779K sold.

SteelPeak Wealth first reported a position in DRS in Q4 2022 and held it in 1 quarter. The position peaked at $779K in Q4 2022. 122 funds tracked by Wall St. Rank hold DRS as of Q1 2023.

SteelPeak Wealth reported no remaining Leonardo DRS position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 60,942 Leonardo DRS shares in Q1 2023, an estimated $779K.
SteelPeak Wealth first reported a position in Leonardo DRS in Q4 2022 and held it in 1 quarter.
SteelPeak Wealth's Leonardo DRS position peaked at $779K in Q4 2022.
122 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.