AtonRa Partners’s Wolfspeed WOLF Stock Holding History

AtonRa Partners’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 Q4	$411K	Buy	9,446 +61	+0.6%	+$2.21K	0.82%	53
2023 Q3	$358K	Sell	9,385 -821	-8%	-$43K	0.75%	66
2023 Q2	$567K	Buy	10,206 +828	+9%	+$42.2K	0.88%	42
2023 Q1	$609K	Sell	9,378 -1,370	-13%	-$100K	0.89%	37
2022 Q4	$742K	Sell	10,748 -9,056	-46%	-$803K	0.95%	42
2022 Q3	$2.05M	Buy	19,804 +463	+2%	+$44.3K	2.01%	4
2022 Q2	$1.23M	Sell	19,341 -118	-0.6%	-$9.81K	1.13%	27
2022 Q1	$2.22M	Sell	19,459 -21,506	-52%	-$2.17M	1.2%	30
2021 Q4	$4.58M	Buy	40,965 +6,929	+20%	+$773K	1.59%	14
2021 Q3	$2.75M	Buy	34,036 +3,895	+13%	+$346K	0.92%	43
2021 Q2	$2.95M	Buy	30,141 +17,375	+136%	+$1.75M	1.08%	38
2021 Q1	$1.38M	Buy	12,766 +3,213	+34%	+$361K	0.62%	66
2020 Q4	$1.01M	Buy	+9,553	New	+$767K	0.5%	63

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AtonRa Partners's WOLF Position: Q4 2023 in Review

AtonRa Partners increased its Wolfspeed (WOLF) stake by 0.65% in Q4 2023, buying an estimated $2.21K and bringing the position to 9,446 shares worth $411K. The position accounts for 0.82% of the portfolio, ranked #53.

AtonRa Partners first reported a position in WOLF in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.58M in Q4 2021. 402 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

AtonRa Partners held 9,446 shares of Wolfspeed worth $411K as of Q4 2023.
AtonRa Partners bought 61 Wolfspeed shares in Q4 2023, an estimated $2.21K.
Wolfspeed made up 0.82% of AtonRa Partners's portfolio in Q4 2023, its #53 holding.
AtonRa Partners first reported a position in Wolfspeed in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Wolfspeed position peaked at $4.58M in Q4 2021.
402 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.