CAL
WOLF icon

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 $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return