BCWM
WOLF icon

Bartlett & Co Wealth Management’s Wolfspeed WOLF Stock Holding History

Bartlett & Co 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
2019
Q3 		– Sell
-42
Closed -$2.36K – 945
2019
Q2 		$2.36K Buy
+42
New +$2.57K ﹤0.01% 666

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's WOLF Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Wolfspeed (WOLF) in Q3 2019, closing a stake of 42 shares — an estimated $2.36K sold.

Bartlett & Co Wealth Management first reported a position in WOLF in Q2 2019 and held it in 1 quarter. The position peaked at $2.36K in Q2 2019. 334 funds tracked by Wall St. Rank hold WOLF as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Wolfspeed position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 42 Wolfspeed shares in Q3 2019, an estimated $2.36K.
  • Bartlett & Co Wealth Management first reported a position in Wolfspeed in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Wolfspeed position peaked at $2.36K in Q2 2019.
  • 334 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.