JFS Wealth Advisors’s Wolfspeed WOLF Stock Holding History

JFS 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
2023 Q2	–	Sell	-13	Closed	-$845	–	2014
2023 Q1	$845	Sell	13 -16	-55%	-$1.17K	﹤0.01%	1626
2022 Q4	$2K	Sell	29 -25	-46%	-$2.22K	﹤0.01%	1370
2022 Q3	$6K	Buy	54 +46	+575%	+$4.41K	﹤0.01%	952
2022 Q2	$1K	Sell	8 -38	-83%	-$3.16K	﹤0.01%	1681
2022 Q1	$5K	Buy	46 +30	+188%	+$3.02K	﹤0.01%	1088
2021 Q4	$2K	Buy	+16	New	+$1.78K	﹤0.01%	1196

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's WOLF Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 13 shares — an estimated $845 sold.

JFS Wealth Advisors first reported a position in WOLF in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

JFS Wealth Advisors reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 13 Wolfspeed shares in Q2 2023, an estimated $845.
JFS Wealth Advisors first reported a position in Wolfspeed in Q4 2021 and held it in 6 quarters.
JFS Wealth Advisors's Wolfspeed position peaked at $6K in Q3 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.