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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AE Wealth Management's WOLF Position: Q1 2024 in Review

AE Wealth Management sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 9,225 shares — an estimated $314K sold.

AE Wealth Management first reported a position in WOLF in Q4 2021 and held it in 9 quarters. The position peaked at $1.55M in Q1 2022. 371 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

  • AE Wealth Management reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 9,225 Wolfspeed shares in Q1 2024, an estimated $314K.
  • AE Wealth Management first reported a position in Wolfspeed in Q4 2021 and held it in 9 quarters.
  • AE Wealth Management's Wolfspeed position peaked at $1.55M in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.