IWA
WOLF icon

Icon Wealth Advisors’s Wolfspeed WOLF Stock Holding History

Icon Wealth Advisors’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
2024
Q1 		– Sell
-2,374
Closed -$103K – 482
2023
Q4 		$103K Buy
+2,374
New +$86.1K 0.01% 426
2022
Q4 		$216K Sell
3,132
-28
-0.9% -$2.48K 0.02% 298
2022
Q3 		$327K Buy
+3,160
New +$303K 0.04% 230

Other funds holding WOLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Icon Wealth Advisors's WOLF Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 2,374 shares — an estimated $103K sold.

Icon Wealth Advisors first reported a position in WOLF in Q3 2022 and held it in 3 quarters. The position peaked at $327K in Q3 2022. 370 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

  • Icon Wealth Advisors reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,374 Wolfspeed shares in Q1 2024, an estimated $103K.
  • Icon Wealth Advisors first reported a position in Wolfspeed in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Wolfspeed position peaked at $327K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.