Berman Capital Advisors’s Wolfspeed WOLF Stock Holding History

Berman Capital 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
2021 Q3	$12K	Sell	160 -97	-38%	-$8.62K	﹤0.01%	1135
2021 Q2	$24K	Buy	257 +194	+308%	+$19.6K	﹤0.01%	846
2021 Q1	$6K	Buy	63 +16	+34%	+$1.8K	﹤0.01%	1235
2020 Q4	$4K	Hold	47	–	–	﹤0.01%	1248
2020 Q3	$2K	Hold	47	–	–	﹤0.01%	1351
2020 Q2	$2K	Buy	+47	New	+$2.26K	﹤0.01%	1330
2020 Q1	–	Sell	-28	Closed	-$1K	–	1692
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	1403
2019 Q3	$1K	Buy	+28	New	+$1.52K	﹤0.01%	1383

Other funds holding WOLF

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berman Capital Advisors's WOLF Position: Q3 2021 in Review

Berman Capital Advisors reduced its Wolfspeed (WOLF) stake by 38% in Q3 2021, selling an estimated $8.62K and leaving 160 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Berman Capital Advisors first reported a position in WOLF in Q3 2019 and has held it in 8 quarters since. The position peaked at $24K in Q2 2021. 340 funds tracked by Wall St. Rank hold WOLF as of Q3 2021.

Berman Capital Advisors held 160 shares of Wolfspeed worth $12K as of Q3 2021.
Berman Capital Advisors sold 97 Wolfspeed shares in Q3 2021, an estimated $8.62K.
Wolfspeed made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1135 holding.
Berman Capital Advisors first reported a position in Wolfspeed in Q3 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Wolfspeed position peaked at $24K in Q2 2021.
340 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.