Center for Financial Planning’s Wolfspeed WOLF Stock Holding History

Center for Financial Planning’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
2025 Q1	–	Sell	-51	Closed	-$340	–	746
2024 Q4	$340	Hold	51	–	–	﹤0.01%	642
2024 Q3	$495	Hold	51	–	–	﹤0.01%	538
2024 Q2	$1.16K	Sell	51 -126	-71%	-$3.26K	﹤0.01%	524
2024 Q1	$5.22K	Hold	177	–	–	﹤0.01%	470
2023 Q4	$7.7K	Hold	177	–	–	﹤0.01%	400
2023 Q3	$6.74K	Hold	177	–	–	﹤0.01%	396
2023 Q2	$9.84K	Sell	177 -1	-0.6%	-$51	﹤0.01%	388
2023 Q1	$11.6K	Buy	178 +126	+242%	+$9.21K	﹤0.01%	345
2022 Q4	$3.59K	Hold	52	–	–	﹤0.01%	429
2022 Q3	$5K	Hold	52	–	–	﹤0.01%	433
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	459
2022 Q1	$6K	Hold	52	–	–	﹤0.01%	427
2021 Q4	$6K	Hold	52	–	–	﹤0.01%	425
2021 Q3	$4K	Hold	52	–	–	﹤0.01%	424
2021 Q2	$5K	Sell	52 -75	-59%	-$7.57K	﹤0.01%	422
2021 Q1	$14K	Hold	127	–	–	﹤0.01%	348
2020 Q4	$13K	Sell	127 -50	-28%	-$4.01K	﹤0.01%	328
2020 Q3	$11K	Hold	177	–	–	﹤0.01%	301
2020 Q2	$10K	Hold	177	–	–	﹤0.01%	311
2020 Q1	$6K	Hold	177	–	–	﹤0.01%	401
2019 Q4	$8K	Buy	+177	New	+$8.26K	﹤0.01%	329

Other funds holding WOLF

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center for Financial Planning's WOLF Position: Q1 2025 in Review

Center for Financial Planning sold out of Wolfspeed (WOLF) in Q1 2025, closing a stake of 51 shares — an estimated $340 sold.

Center for Financial Planning first reported a position in WOLF in Q4 2019 and held it in 21 quarters. The position peaked at $14K in Q1 2021. 306 funds tracked by Wall St. Rank hold WOLF as of Q1 2025.

Center for Financial Planning reported no remaining Wolfspeed position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 51 Wolfspeed shares in Q1 2025, an estimated $340.
Center for Financial Planning first reported a position in Wolfspeed in Q4 2019 and held it in 21 quarters.
Center for Financial Planning's Wolfspeed position peaked at $14K in Q1 2021.
306 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.