Joule Financial’s Wolfspeed WOLF Stock Holding History

Joule Financial’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	-8,812	Closed	-$490K	–	111
2023 Q2	$490K	Buy	8,812 +225	+3%	+$11.5K	0.25%	52
2023 Q1	$558K	Sell	8,587 -1,807	-17%	-$132K	0.3%	43
2022 Q4	$718K	Sell	10,394 -152	-1%	-$13.5K	0.48%	33
2022 Q3	$1.09M	Buy	10,546 +3,071	+41%	+$294K	0.82%	26
2022 Q2	$474K	Buy	+7,475	New	+$622K	0.37%	43

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

Joule Financial's WOLF Position: Q3 2023 in Review

Joule Financial sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 8,812 shares — an estimated $490K sold.

Joule Financial first reported a position in WOLF in Q2 2022 and held it in 5 quarters. The position peaked at $1.09M in Q3 2022. 406 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

Joule Financial reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
Joule Financial sold 8,812 Wolfspeed shares in Q3 2023, an estimated $490K.
Joule Financial first reported a position in Wolfspeed in Q2 2022 and held it in 5 quarters.
Joule Financial's Wolfspeed position peaked at $1.09M in Q3 2022.
406 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Joule Financial's 13F filing for Q3 2023, filed 26 Oct 2023.