BRWA
WOLF icon

B. Riley Wealth Advisors’s Wolfspeed WOLF Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-8,305
Closed -$316K – 1617
2024
Q1 		$316K Buy
+8,305
New +$250K 0.01% 1012
2023
Q4 		– Sell
-8,305
Closed -$316K – 1513
2023
Q3 		$316K Buy
8,305
+2,377
+40% +$124K 0.01% 1012
2023
Q2 		$330K Sell
5,928
-320
-5% -$16.3K 0.01% 1070
2023
Q1 		$406K Buy
6,248
+316
+5% +$23.1K 0.01% 906
2022
Q4 		$410K Buy
5,932
+624
+12% +$55.3K 0.01% 870
2022
Q3 		$550K Buy
5,308
+324
+7% +$31K 0.02% 715
2022
Q2 		$317K Buy
4,984
+22
+0.4% +$1.83K 0.01% 850
2022
Q1 		$566K Buy
4,962
+871
+21% +$87.7K 0.02% 688
2021
Q4 		$458K Buy
+4,091
New +$456K 0.01% 862
2021
Q3 		– Sell
-4,882
Closed -$479K – 1479
2021
Q2 		$479K Sell
4,882
-582
-11% -$58.7K 0.02% 787
2021
Q1 		$591K Buy
5,464
+153
+3% +$17.2K 0.02% 656
2020
Q4 		$563K Sell
5,311
-697
-12% -$56K 0.03% 501
2020
Q3 		$379K Buy
6,008
+1,361
+29% +$88.2K 0.02% 637
2020
Q2 		$276K Buy
+4,647
New +$224K 0.02% 660
2015
Q1 		– Sell
-1,662
Closed -$54K – 1985
2014
Q4 		$54K Buy
+1,662
New +$54.6K ﹤0.01% 2052
2014
Q3 		– Sell
-2,244
Closed -$112K – 1892
2014
Q2 		$112K Buy
+2,244
New +$112K 0.03% 667
2014
Q1 		– Sell
-7,247
Closed -$453K – 797
2013
Q4 		$453K Sell
7,247
-2,024
-22% -$125K 0.14% 161
2013
Q3 		$558K Buy
9,271
+7,164
+340% +$456K 0.19% 127
2013
Q2 		$134K Buy
+2,107
New +$123K 0.05% 470

Other funds holding WOLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

B. Riley Wealth Advisors's WOLF Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Wolfspeed (WOLF) in Q2 2024, closing a stake of 8,305 shares — an estimated $316K sold.

B. Riley Wealth Advisors first reported a position in WOLF in Q2 2013 and held it in 19 quarters. The position peaked at $591K in Q1 2021. 344 funds tracked by Wall St. Rank hold WOLF as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Wolfspeed position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,305 Wolfspeed shares in Q2 2024, an estimated $316K.
  • B. Riley Wealth Advisors first reported a position in Wolfspeed in Q2 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Wolfspeed position peaked at $591K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.