Key Financial Inc’s Wolfspeed WOLF Stock Holding History

Key Financial Inc’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
2025 Q3	–	Sell	-18	Closed	-$7	–	1498
2025 Q2	$7	Hold	18	–	–	﹤0.01%	1434
2025 Q1	$55	Hold	18	–	–	﹤0.01%	1371
2024 Q4	$120	Hold	18	–	–	﹤0.01%	1354
2024 Q3	$175	Hold	18	–	–	﹤0.01%	1315
2024 Q2	$410	Hold	18	–	–	﹤0.01%	1264
2024 Q1	$531	Hold	18	–	–	﹤0.01%	1222
2023 Q4	$783	Hold	18	–	–	﹤0.01%	1203
2023 Q3	$686	Hold	18	–	–	﹤0.01%	1225
2023 Q2	$1K	Hold	18	–	–	﹤0.01%	1241
2023 Q1	$1.17K	Hold	18	–	–	﹤0.01%	1016
2022 Q4	$1.86K	Hold	18	–	–	﹤0.01%	962
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	989
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1068
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	964
2021 Q4	$2K	Buy	+18	New	+$2.01K	﹤0.01%	858

Other funds holding WOLF

Capital Research Global Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return