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BWP
BSW Wealth Partners’s
Wolfspeed
WOLF
Stock Holding History
BSW Wealth Partners’s Portfolio
WOLF Stock Details
WOLF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-10,757
Closed
-$699K
–
320
2023
Q1
$699K
Buy
10,757
+3,444
+47%
+$252K
0.14%
105
2022
Q4
$505K
Buy
7,313
+1,013
+16%
+$89.8K
0.11%
135
2022
Q3
$651K
Sell
6,300
-1,111
-15%
-$106K
0.16%
86
2022
Q2
$470K
Buy
7,411
+2,255
+44%
+$187K
0.11%
129
2022
Q1
$587K
Buy
5,156
+704
+16%
+$70.9K
0.15%
107
2021
Q4
$498K
Buy
4,452
+424
+11%
+$47.3K
0.13%
123
2021
Q3
$325K
Buy
4,028
+611
+18%
+$54.3K
0.09%
169
2021
Q2
$335K
Buy
3,417
+1,072
+46%
+$108K
0.09%
156
2021
Q1
$254K
Buy
2,345
+421
+22%
+$47.3K
0.07%
169
2020
Q4
$204K
Buy
+1,924
New
+$155K
0.06%
174
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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