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Integrated Wealth Concepts’s Wolfspeed WOLF Stock Holding History

Integrated Wealth Concepts’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
2023
Q3 		– Sell
-4,202
Closed -$234K – 1633
2023
Q2 		$234K Buy
4,202
+1,085
+35% +$55.3K ﹤0.01% 1347
2023
Q1 		$202K Sell
3,117
-582
-16% -$42.5K ﹤0.01% 1219
2022
Q4 		$255K Buy
+3,699
New +$328K 0.01% 867

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's WOLF Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 4,202 shares — an estimated $234K sold.

Integrated Wealth Concepts first reported a position in WOLF in Q4 2022 and held it in 3 quarters. The position peaked at $255K in Q4 2022. 406 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,202 Wolfspeed shares in Q3 2023, an estimated $234K.
  • Integrated Wealth Concepts first reported a position in Wolfspeed in Q4 2022 and held it in 3 quarters.
  • Integrated Wealth Concepts's Wolfspeed position peaked at $255K in Q4 2022.
  • 406 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.