BSW Wealth Partners’s Wolfspeed WOLF Stock Holding History

BSW 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
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

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BSW Wealth Partners's WOLF Position: Q2 2023 in Review

BSW Wealth Partners sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 10,757 shares — an estimated $699K sold.

BSW Wealth Partners first reported a position in WOLF in Q4 2020 and held it in 10 quarters. The position peaked at $699K in Q1 2023. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

BSW Wealth Partners reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 10,757 Wolfspeed shares in Q2 2023, an estimated $699K.
BSW Wealth Partners first reported a position in Wolfspeed in Q4 2020 and held it in 10 quarters.
BSW Wealth Partners's Wolfspeed position peaked at $699K in Q1 2023.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.