CWM
WOLF icon

Compass Wealth Management’s Wolfspeed WOLF Stock Holding History

Compass 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
2023
Q4 		– Sell
-100
Closed -$3.81K – 415
2023
Q3 		$3.81K Hold
100
– – ﹤0.01% 370
2023
Q2 		$5.56K Hold
100
– – ﹤0.01% 378
2023
Q1 		$6.5K Hold
100
– – ﹤0.01% 373
2022
Q4 		$6.9K Buy
+100
New +$8.87K ﹤0.01% 366

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Compass Wealth Management's WOLF Position: Q4 2023 in Review

Compass Wealth Management sold out of Wolfspeed (WOLF) in Q4 2023, closing a stake of 100 shares — an estimated $3.81K sold.

Compass Wealth Management first reported a position in WOLF in Q4 2022 and held it in 4 quarters. The position peaked at $6.9K in Q4 2022. 402 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

  • Compass Wealth Management reported no remaining Wolfspeed position as of Q4 2023 after selling out during the quarter.
  • Compass Wealth Management sold 100 Wolfspeed shares in Q4 2023, an estimated $3.81K.
  • Compass Wealth Management first reported a position in Wolfspeed in Q4 2022 and held it in 4 quarters.
  • Compass Wealth Management's Wolfspeed position peaked at $6.9K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on Compass Wealth Management's 13F filing for Q4 2023, filed 4 Jan 2024.