KFS
WOLF icon

Kelly Financial Services’s Wolfspeed WOLF Stock Holding History

Kelly Financial Services’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
-20
Closed -$870 – 830
2023
Q4 		$870 Sell
20
-4
-17% -$145 ﹤0.01% 663
2023
Q3 		$914 Buy
+24
New +$1.26K ﹤0.01% 632

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kelly Financial Services's WOLF Position: Q1 2024 in Review

Kelly Financial Services sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 20 shares — an estimated $870 sold.

Kelly Financial Services first reported a position in WOLF in Q3 2023 and held it in 2 quarters. The position peaked at $914 in Q3 2023. 370 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

  • Kelly Financial Services reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 20 Wolfspeed shares in Q1 2024, an estimated $870.
  • Kelly Financial Services first reported a position in Wolfspeed in Q3 2023 and held it in 2 quarters.
  • Kelly Financial Services's Wolfspeed position peaked at $914 in Q3 2023.
  • 370 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.