Forum Financial Management’s Wolfspeed WOLF Stock Holding History

Forum Financial Management’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
2022 Q2	–	Sell	-1,762	Closed	-$200K	–	663
2022 Q1	$200K	Buy	+1,762	New	+$177K	0.01%	574

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Forum Financial Management's WOLF Position: Q2 2022 in Review

Forum Financial Management sold out of Wolfspeed (WOLF) in Q2 2022, closing a stake of 1,762 shares — an estimated $200K sold.

Forum Financial Management first reported a position in WOLF in Q1 2022 and held it in 1 quarter. The position peaked at $200K in Q1 2022. 424 funds tracked by Wall St. Rank hold WOLF as of Q2 2022.

Forum Financial Management reported no remaining Wolfspeed position as of Q2 2022 after selling out during the quarter.
Forum Financial Management sold 1,762 Wolfspeed shares in Q2 2022, an estimated $200K.
Forum Financial Management first reported a position in Wolfspeed in Q1 2022 and held it in 1 quarter.
Forum Financial Management's Wolfspeed position peaked at $200K in Q1 2022.
424 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.