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Capital Advisors Ltd’s Wolfspeed WOLF Stock Holding History

Capital Advisors Ltd’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
2024
Q4 		– Sell
-67
Closed -$1K – 1604
2024
Q3 		$1K Buy
67
+42
+168% +$618 ﹤0.01% 1321
2024
Q2 		$1K Buy
+25
New +$647 ﹤0.01% 1319
2024
Q1 		– Sell
-5
Closed – – 1568
2023
Q4 		$0 Buy
+5
New +$181 ﹤0.01% 1512
2023
Q1 		– Sell
-16
Closed -$1K – 1586
2022
Q4 		$1K Sell
16
-5
-24% -$443 ﹤0.01% 1130
2022
Q3 		$2K Buy
21
+9
+75% +$862 ﹤0.01% 920
2022
Q2 		$1K Buy
12
+1
+9% +$83 ﹤0.01% 924
2022
Q1 		$1K Buy
+11
New +$1.11K ﹤0.01% 833

Other funds holding WOLF

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Ltd's WOLF Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 67 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in WOLF in Q1 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 307 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 67 Wolfspeed shares in Q4 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Wolfspeed in Q1 2022 and held it in 7 quarters.
  • Capital Advisors Ltd's Wolfspeed position peaked at $2K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.