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Golden State Wealth Management’s Wolfspeed WOLF Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-301
Closed -$11K – 921
2020
Q1 		$11K Buy
+301
New +$13.5K ﹤0.01% 614
2019
Q4 		– Sell
-301
Closed -$15K – 969
2019
Q3 		$15K Sell
301
-100
-25% -$5.44K ﹤0.01% 674
2019
Q2 		$22K Buy
401
+100
+33% +$6.11K 0.01% 606
2019
Q1 		$17K Buy
+301
New +$15.4K 0.01% 667

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Golden State Wealth Management's WOLF Position: Q2 2020 in Review

Golden State Wealth Management sold out of Wolfspeed (WOLF) in Q2 2020, closing a stake of 301 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in WOLF in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 310 funds tracked by Wall St. Rank hold WOLF as of Q2 2020.

  • Golden State Wealth Management reported no remaining Wolfspeed position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 301 Wolfspeed shares in Q2 2020, an estimated $11K.
  • Golden State Wealth Management first reported a position in Wolfspeed in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Wolfspeed position peaked at $22K in Q2 2019.
  • 310 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.