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Gupta Wealth Management’s Wolfspeed WOLF Stock Holding History

Gupta 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
2016
Q1 		$8K Sell
268
-700
-72% -$20.1K ﹤0.01% 906
2015
Q4 		$26K Sell
968
-32
-3% -$827 0.01% 596
2015
Q3 		$24K Hold
1,000
– – 0.01% 655
2015
Q2 		$26K Buy
1,000
+880
+733% +$27.6K 0.01% 671
2015
Q1 		$4K Buy
+120
New +$4.33K ﹤0.01% 929

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Gupta Wealth Management's WOLF Position: Q1 2016 in Review

Gupta Wealth Management reduced its Wolfspeed (WOLF) stake by 72% in Q1 2016, selling an estimated $20.1K and leaving 268 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Gupta Wealth Management first reported a position in WOLF in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q4 2015. 291 funds tracked by Wall St. Rank hold WOLF as of Q1 2016.

  • Gupta Wealth Management held 268 shares of Wolfspeed worth $8K as of Q1 2016.
  • Gupta Wealth Management sold 700 Wolfspeed shares in Q1 2016, an estimated $20.1K.
  • Wolfspeed made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #906 holding.
  • Gupta Wealth Management first reported a position in Wolfspeed in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Wolfspeed position peaked at $26K in Q4 2015.
  • 291 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.