Lee Financial’s Wolfspeed WOLF Stock Holding History

Lee 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 Q1	–	Sell	-23	Closed	-$1.59K	–	968
2022 Q4	$1.59K	Hold	23	–	–	﹤0.01%	735
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	717
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	826
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	600
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	690
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	656
2021 Q2	$2K	Buy	+23	New	+$2.32K	﹤0.01%	632

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's WOLF Position: Q1 2023 in Review

Lee Financial sold out of Wolfspeed (WOLF) in Q1 2023, closing a stake of 23 shares — an estimated $1.59K sold.

Lee Financial first reported a position in WOLF in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 473 funds tracked by Wall St. Rank hold WOLF as of Q1 2023.

Lee Financial reported no remaining Wolfspeed position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 23 Wolfspeed shares in Q1 2023, an estimated $1.59K.
Lee Financial first reported a position in Wolfspeed in Q2 2021 and held it in 7 quarters.
Lee Financial's Wolfspeed position peaked at $3K in Q1 2022.
473 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.