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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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's WOLF Position: Q4 2024 in Review

Avior Wealth Management sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 17 shares — an estimated $164 sold.

Avior Wealth Management first reported a position in WOLF in Q1 2014 and held it in 10 quarters. The position peaked at $15.6K in Q1 2024. 307 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Avior Wealth Management reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 Wolfspeed shares in Q4 2024, an estimated $164.
  • Avior Wealth Management first reported a position in Wolfspeed in Q1 2014 and held it in 10 quarters.
  • Avior Wealth Management's Wolfspeed position peaked at $15.6K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.