Baldwin Wealth Partners’s Wolfspeed WOLF Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-700	Closed	-$6.79K	–	1041
2024 Q3	$6.79K	Hold	700	–	–	﹤0.01%	844
2024 Q2	$15.9K	Hold	700	–	–	﹤0.01%	492
2024 Q1	$20.6K	Hold	700	–	–	﹤0.01%	485
2023 Q4	$30.5K	Sell	700 -50	-7%	-$1.81K	﹤0.01%	443
2023 Q3	$28.6K	Hold	750	–	–	﹤0.01%	470
2023 Q2	$41.7K	Hold	750	–	–	﹤0.01%	433
2023 Q1	$48.7K	Hold	750	–	–	﹤0.01%	428
2022 Q4	$51.8K	Buy	+750	New	+$66.5K	﹤0.01%	412
2018 Q1	–	Sell	-975	Closed	-$36K	–	517
2017 Q4	$36K	Hold	975	–	–	0.01%	331
2017 Q3	$27K	Hold	975	–	–	﹤0.01%	337
2017 Q2	$24K	Hold	975	–	–	﹤0.01%	360
2017 Q1	$26K	Buy	975 +575	+144%	+$15.6K	﹤0.01%	351
2016 Q4	$11K	Buy	+400	New	+$9.96K	﹤0.01%	438
2014 Q2	–	Sell	-923	Closed	-$52K	–	257
2014 Q1	$52K	Hold	923	–	–	0.01%	237
2013 Q4	$58K	Sell	923 -145	-14%	-$8.95K	0.01%	239
2013 Q3	$64K	Buy	+1,068	New	+$68K	0.01%	234

Other funds holding WOLF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

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