FANJ
WOLF icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return