AR
WOLF icon

Advisory Research’s Wolfspeed WOLF Stock Holding History

Advisory Research’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,638
Closed -$251K – 405
2022
Q4 		$251K Sell
3,638
-2,307
-39% -$205K 0.02% 318
2022
Q3 		$614K Buy
5,945
+2,179
+58% +$209K 0.06% 215
2022
Q2 		$239K Sell
3,766
-2,677
-42% -$223K 0.02% 298
2022
Q1 		$734K Sell
6,443
-5,272
-45% -$531K 0.06% 215
2021
Q4 		$1.31M Buy
11,715
+9,172
+361% +$1.02M 0.1% 173
2021
Q3 		$205K Hold
2,543
– – 0.01% 314
2021
Q2 		$249K Sell
2,543
-6,683
-72% -$674K 0.02% 316
2021
Q1 		$998K Buy
9,226
+1,391
+18% +$156K 0.07% 207
2020
Q4 		$830K Buy
7,835
+2,804
+56% +$225K 0.06% 213
2020
Q3 		$321K Sell
5,031
-6,550
-57% -$424K 0.03% 270
2020
Q2 		$685K Buy
+11,581
New +$558K 0.06% 212
2019
Q4 		– Sell
-15,052
Closed -$738K – 353
2019
Q3 		$738K Sell
15,052
-7,361
-33% -$400K 0.04% 218
2019
Q2 		$1.26M Sell
22,413
-588
-3% -$35.9K 0.02% 232
2019
Q1 		$1.32M Buy
23,001
+9,609
+72% +$493K 0.03% 218
2018
Q4 		$573K Buy
+13,392
New +$543K 0.01% 283
2018
Q3 		– Sell
-12,298
Closed -$511K – 392
2018
Q2 		$511K Buy
+12,298
New +$538K 0.01% 311

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return