Defined Wealth Management’s Wolfspeed WOLF Stock Holding History

Defined 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
2022 Q2	–	Sell	-1,900	Closed	-$216K	–	94
2022 Q1	$216K	Hold	1,900	–	–	0.19%	92
2021 Q4	$212K	Buy	+1,900	New	+$212K	0.17%	93
2021 Q2	–	Sell	-1,900	Closed	-$205K	–	98
2021 Q1	$205K	Hold	1,900	–	–	0.19%	91
2020 Q4	$201K	Buy	+1,900	New	+$153K	0.2%	90

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Defined Wealth Management's WOLF Position: Q2 2022 in Review

Defined Wealth Management sold out of Wolfspeed (WOLF) in Q2 2022, closing a stake of 1,900 shares — an estimated $216K sold.

Defined Wealth Management first reported a position in WOLF in Q4 2020 and held it in 4 quarters. The position peaked at $216K in Q1 2022. 422 funds tracked by Wall St. Rank hold WOLF as of Q2 2022.

Defined Wealth Management reported no remaining Wolfspeed position as of Q2 2022 after selling out during the quarter.
Defined Wealth Management sold 1,900 Wolfspeed shares in Q2 2022, an estimated $216K.
Defined Wealth Management first reported a position in Wolfspeed in Q4 2020 and held it in 4 quarters.
Defined Wealth Management's Wolfspeed position peaked at $216K in Q1 2022.
422 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2022.

Based on Defined Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.