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Financial Gravity Companies’s Wolfspeed WOLF Stock Holding History

Financial Gravity Companies’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 		$8K Buy
+156
New +$6.33K 0.01% 640
2018
Q1 		$5K Buy
120
+12
+11% +$452 0.01% 754
2017
Q4 		$4K Buy
+108
New +$3.72K ﹤0.01% 796

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

Financial Gravity Companies's WOLF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Wolfspeed (WOLF) in Q4 2018: 156 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WOLF as recently as Q1 2018.

Financial Gravity Companies first reported a position in WOLF in Q4 2017 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold WOLF as of Q4 2018.

  • Financial Gravity Companies held 156 shares of Wolfspeed worth $8K as of Q4 2018.
  • Wolfspeed was a new Financial Gravity Companies position in Q4 2018.
  • Wolfspeed made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #640 holding.
  • Financial Gravity Companies first reported a position in Wolfspeed in Q4 2017 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.