J.W. Cole Advisors’s Wolfspeed WOLF Stock Holding History

J.W. Cole 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
2023 Q3	–	Sell	-13,981	Closed	-$777K	–	796
2023 Q2	$777K	Buy	13,981 +8,752	+167%	+$446K	0.06%	320
2023 Q1	$340K	Buy	5,229 +1,995	+62%	+$146K	0.02%	562
2022 Q4	$223K	Buy	+3,234	New	+$287K	0.02%	652
2021 Q4	–	Sell	-2,532	Closed	-$204K	–	888
2021 Q3	$204K	Hold	2,532	–	–	0.01%	445
2021 Q2	$248K	Buy	2,532 +11	+0.4%	+$1.11K	0.02%	633
2021 Q1	$273K	Hold	2,521	–	–	0.03%	545
2020 Q4	$267K	Buy	+2,521	New	+$202K	0.03%	508

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.W. Cole Advisors's WOLF Position: Q3 2023 in Review

J.W. Cole Advisors sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 13,981 shares — an estimated $777K sold.

J.W. Cole Advisors first reported a position in WOLF in Q4 2020 and held it in 7 quarters. The position peaked at $777K in Q2 2023. 406 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

J.W. Cole Advisors reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
J.W. Cole Advisors sold 13,981 Wolfspeed shares in Q3 2023, an estimated $777K.
J.W. Cole Advisors first reported a position in Wolfspeed in Q4 2020 and held it in 7 quarters.
J.W. Cole Advisors's Wolfspeed position peaked at $777K in Q2 2023.
406 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on J.W. Cole Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.