BWL
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Bogart Wealth LLC’s Wolfspeed WOLF Stock Holding History

Bogart Wealth LLC’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
2025
Q3 		– Sell
-69
Closed -$28 – 1603
2025
Q2 		$28 Hold
69
– – ﹤0.01% 1442
2025
Q1 		$211 Hold
69
– – ﹤0.01% 1349
2024
Q4 		$460 Hold
69
– – ﹤0.01% 1281
2024
Q3 		$669 Hold
69
– – ﹤0.01% 1049
2024
Q2 		$1.57K Hold
69
– – ﹤0.01% 963
2024
Q1 		$2.04K Hold
69
– – ﹤0.01% 902
2023
Q4 		$3K Sell
69
-225
-77% -$8.16K ﹤0.01% 843
2023
Q3 		$11.2K Hold
294
– – ﹤0.01% 570
2023
Q2 		$16.3K Hold
294
– – ﹤0.01% 498
2023
Q1 		$19.1K Hold
294
– – ﹤0.01% 467
2022
Q4 		$20.3K Sell
294
-117
-28% -$10.4K ﹤0.01% 432
2022
Q3 		$42K Buy
411
+364
+774% +$34.9K ﹤0.01% 324
2022
Q2 		$3K Buy
+47
New +$3.91K ﹤0.01% 746

Other funds holding WOLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.39B AUM 64.83% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return