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Lenox Wealth Advisors’s Wolfspeed WOLF Stock Holding History

Lenox 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
2020
Q2 		– Sell
-185
Closed -$7K – 806
2020
Q1 		$7K Buy
+185
New +$8.31K ﹤0.01% 391
2014
Q1 		– Sell
-75
Closed -$5K – 339
2013
Q4 		$5K Hold
75
– – ﹤0.01% 239
2013
Q3 		$5K Buy
+75
New +$4.77K ﹤0.01% 174

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lenox Wealth Advisors's WOLF Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Wolfspeed (WOLF) in Q2 2020, closing a stake of 185 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in WOLF in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 310 funds tracked by Wall St. Rank hold WOLF as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Wolfspeed position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 185 Wolfspeed shares in Q2 2020, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Wolfspeed in Q3 2013 and held it in 3 quarters.
  • Lenox Wealth Advisors's Wolfspeed position peaked at $7K in Q1 2020.
  • 310 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.