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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Ellevest Inc's WOLF Position: Q2 2023 in Review

Ellevest Inc sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 25 shares — an estimated $1.62K sold.

Ellevest Inc first reported a position in WOLF in Q4 2019 and held it in 14 quarters. The position peaked at $353K in Q1 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Ellevest Inc reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 25 Wolfspeed shares in Q2 2023, an estimated $1.62K.
Ellevest Inc first reported a position in Wolfspeed in Q4 2019 and held it in 14 quarters.
Ellevest Inc's Wolfspeed position peaked at $353K in Q1 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.