Carolinas Wealth Consulting’s Wolfspeed WOLF Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-153	Closed	-$5.18K	–	1060
2023 Q3	$5.18K	Hold	153	–	–	﹤0.01%	598
2023 Q2	$8.51K	Hold	153	–	–	﹤0.01%	613
2023 Q1	$9.94K	Sell	153 -40	-21%	-$2.92K	﹤0.01%	608
2022 Q4	$13.3K	Hold	193	–	–	﹤0.01%	568
2022 Q3	$20K	Buy	193 +21	+12%	+$2.01K	0.01%	445
2022 Q2	$11K	Hold	172	–	–	﹤0.01%	562
2022 Q1	$20K	Sell	172 -56	-25%	-$5.64K	﹤0.01%	484
2021 Q4	$25K	Buy	+228	New	+$25.4K	0.01%	453
2021 Q3	–	Sell	-422	Closed	-$41K	–	1003
2021 Q2	$41K	Hold	422	–	–	0.01%	390
2021 Q1	$46K	Hold	422	–	–	0.01%	377
2020 Q4	$45K	Buy	422 +178	+73%	+$14.3K	0.01%	360
2020 Q3	$16K	Buy	244 +74	+44%	+$4.79K	0.01%	420
2020 Q2	$10K	Buy	+170	New	+$8.18K	﹤0.01%	346

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Carolinas Wealth Consulting's WOLF Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Wolfspeed (WOLF) in Q4 2023, closing a stake of 153 shares — an estimated $5.18K sold.

Carolinas Wealth Consulting first reported a position in WOLF in Q2 2020 and held it in 13 quarters. The position peaked at $46K in Q1 2021. 404 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

Carolinas Wealth Consulting reported no remaining Wolfspeed position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 153 Wolfspeed shares in Q4 2023, an estimated $5.18K.
Carolinas Wealth Consulting first reported a position in Wolfspeed in Q2 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's Wolfspeed position peaked at $46K in Q1 2021.
404 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.