Charter Oak Capital Management’s Wolfspeed WOLF Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-20	Closed	-$1K	–	899
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	897
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	903
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	791
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	763
2021 Q2	$2K	Sell	20 -5	-20%	-$504	﹤0.01%	748
2021 Q1	$3K	Buy	25 +4	+19%	+$449	﹤0.01%	691
2020 Q4	$2K	Buy	+21	New	+$1.69K	﹤0.01%	680

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Charter Oak Capital Management's WOLF Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Wolfspeed (WOLF) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in WOLF in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 508 funds tracked by Wall St. Rank hold WOLF as of Q3 2022.

Charter Oak Capital Management reported no remaining Wolfspeed position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 20 Wolfspeed shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in Wolfspeed in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Wolfspeed position peaked at $3K in Q1 2021.
508 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.