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Cassady Schiller Wealth Management’s Wolfspeed WOLF Stock Holding History

Cassady Schiller Wealth Management’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
-265
Closed -$2.57K – 1148
2024
Q3 		$2.57K Hold
265
– – ﹤0.01% 386
2024
Q2 		$6.03K Hold
265
– – ﹤0.01% 343
2024
Q1 		$7.82K Hold
265
– – ﹤0.01% 347
2023
Q4 		$11.5K Hold
265
– – 0.01% 314
2023
Q3 		$10.1K Hold
265
– – 0.01% 328
2023
Q2 		$14.7K Hold
265
– – 0.01% 308
2023
Q1 		$17.2K Hold
265
– – 0.01% 281
2022
Q4 		$18.3K Buy
+265
New +$23.5K 0.01% 275
2022
Q1 		– Sell
-265
Closed -$30K – 611
2021
Q4 		$30K Buy
+265
New +$29.5K 0.02% 244

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

Cassady Schiller Wealth Management's WOLF Position: Q4 2024 in Review

Cassady Schiller Wealth Management sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 265 shares — an estimated $2.57K sold.

Cassady Schiller Wealth Management first reported a position in WOLF in Q4 2021 and held it in 9 quarters. The position peaked at $30K in Q4 2021. 306 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 265 Wolfspeed shares in Q4 2024, an estimated $2.57K.
  • Cassady Schiller Wealth Management first reported a position in Wolfspeed in Q4 2021 and held it in 9 quarters.
  • Cassady Schiller Wealth Management's Wolfspeed position peaked at $30K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.