AWM
WOLF icon

Avior Wealth Management’s Wolfspeed WOLF Stock Holding History

Avior 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
Q4 		– Sell
-17
Closed -$164 – 2544
2024
Q3 		$164 Hold
17
– – ﹤0.01% 2231
2024
Q2 		$386 Sell
17
-512
-97% -$13.2K ﹤0.01% 2146
2024
Q1 		$15.6K Buy
+529
New +$16K ﹤0.01% 1710
2015
Q4 		– Sell
-200
Closed -$5K – 476
2015
Q3 		$5K Buy
200
+150
+300% +$3.83K ﹤0.01% 328
2015
Q2 		$1K Hold
50
– – ﹤0.01% 374
2015
Q1 		$2K Hold
50
– – ﹤0.01% 327
2014
Q4 		$2K Sell
50
-100
-67% -$3.29K ﹤0.01% 308
2014
Q3 		$6K Hold
150
– – 0.01% 258
2014
Q2 		$7K Hold
150
– – 0.01% 258
2014
Q1 		$8K Buy
+150
New +$9.15K 0.01% 244

Other funds holding WOLF

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return