Ellevest Inc’s Wolfspeed WOLF Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-25	Closed	-$1.62K	–	1638
2023 Q1	$1.62K	Sell	25 -255	-91%	-$18.6K	﹤0.01%	1490
2022 Q4	$19.3K	Sell	280 -124	-31%	-$11K	﹤0.01%	862
2022 Q3	$42K	Sell	404 -454	-53%	-$43.5K	﹤0.01%	632
2022 Q2	$54K	Sell	858 -2,238	-72%	-$186K	0.01%	549
2022 Q1	$353K	Buy	3,096 +678	+28%	+$68.3K	0.03%	197
2021 Q4	$270K	Sell	2,418 -230	-9%	-$25.6K	0.02%	236
2021 Q3	$214K	Buy	2,648 +440	+20%	+$39.1K	0.02%	257
2021 Q2	$216K	Buy	2,208 +602	+37%	+$60.7K	0.02%	245
2021 Q1	$174K	Buy	1,606 +318	+25%	+$35.7K	0.02%	252
2020 Q4	$136K	Buy	1,288 +494	+62%	+$39.7K	0.02%	248
2020 Q3	$51K	Buy	794 +113	+17%	+$7.32K	0.01%	371
2020 Q2	$40K	Buy	681 +341	+100%	+$16.4K	0.01%	395
2020 Q1	$12K	Buy	340 +285	+518%	+$12.8K	﹤0.01%	530
2019 Q4	$3K	Buy	+55	New	+$2.57K	﹤0.01%	659

Other funds holding WOLF

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments

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

Capital World Investors

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

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

JP Morgan Chase

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return