AWM
WOLF icon

AE Wealth Management’s Wolfspeed WOLF Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-9,225
Closed -$314K – 2001
2023
Q4 		$314K Buy
9,225
+1,011
+12% +$36.7K ﹤0.01% 1676
2023
Q3 		$313K Sell
8,214
-24
-0.3% -$1.26K ﹤0.01% 1592
2023
Q2 		$458K Sell
8,238
-133
-2% -$6.78K ﹤0.01% 1438
2023
Q1 		$544K Sell
8,371
-221
-3% -$16.1K ﹤0.01% 1314
2022
Q4 		$593K Buy
8,592
+102
+1% +$9.04K ﹤0.01% 1214
2022
Q3 		$878K Sell
8,490
-292
-3% -$28K 0.01% 992
2022
Q2 		$557K Sell
8,782
-4,828
-35% -$401K ﹤0.01% 1143
2022
Q1 		$1.55M Buy
13,610
+7,371
+118% +$742K 0.01% 774
2021
Q4 		$697K Buy
+6,239
New +$696K ﹤0.01% 1111

Other funds holding WOLF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return