Atria Wealth Solutions’s Wolfspeed WOLF Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-3,966	Closed	-$220K	–	1991
2023 Q2	$220K	Buy	3,966 +344	+9%	+$17.5K	﹤0.01%	1630
2023 Q1	$235K	Buy	3,622 +516	+17%	+$37.7K	﹤0.01%	1573
2022 Q4	$214K	Sell	3,106 -1,983	-39%	-$176K	﹤0.01%	1570
2022 Q3	$526K	Buy	+5,089	New	+$487K	0.01%	991

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's WOLF Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 3,966 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in WOLF in Q3 2022 and held it in 4 quarters. The position peaked at $526K in Q3 2022. 407 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

Atria Wealth Solutions reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,966 Wolfspeed shares in Q3 2023, an estimated $220K.
Atria Wealth Solutions first reported a position in Wolfspeed in Q3 2022 and held it in 4 quarters.
Atria Wealth Solutions's Wolfspeed position peaked at $526K in Q3 2022.
407 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.