Financial Architects (New Jersey)’s Wolfspeed WOLF Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-5,855	Closed	-$222K	–	1517
2018 Q3	$222K	Sell	5,855 -4,700	-45%	-$214K	0.04%	296
2018 Q2	$439K	Sell	10,555 -1,610	-13%	-$70.5K	0.08%	179
2018 Q1	$490K	Buy	12,165 +4,165	+52%	+$157K	0.1%	162
2017 Q4	$297K	Buy	+8,000	New	+$276K	0.05%	255
2015 Q1	–	Sell	-500	Closed	-$16K	–	1039
2014 Q4	$16K	Buy	500 +336	+205%	+$11K	0.01%	577
2014 Q3	$7K	Buy	164 +64	+64%	+$2.96K	﹤0.01%	696
2014 Q2	$5K	Buy	+100	New	+$4.97K	﹤0.01%	795

Other funds holding WOLF

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s WOLF Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Wolfspeed (WOLF) in Q4 2018, closing a stake of 5,855 shares — an estimated $222K sold.

Financial Architects (New Jersey) first reported a position in WOLF in Q2 2014 and held it in 7 quarters. The position peaked at $490K in Q1 2018. 287 funds tracked by Wall St. Rank hold WOLF as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Wolfspeed position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 5,855 Wolfspeed shares in Q4 2018, an estimated $222K.
Financial Architects (New Jersey) first reported a position in Wolfspeed in Q2 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s Wolfspeed position peaked at $490K in Q1 2018.
287 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.