Liberty Wealth Management’s Wolfspeed WOLF Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-11	Closed	-$1K	–	1109
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	1147
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	1046
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	908
2020 Q4	$1K	Buy	+11	New	+$883	﹤0.01%	913
2020 Q2	–	Sell	-137	Closed	-$5K	–	995
2020 Q1	$5K	Hold	137	–	–	﹤0.01%	592
2019 Q4	$6K	Sell	137 -54	-28%	-$2.52K	﹤0.01%	651
2019 Q3	$9K	Hold	191	–	–	0.01%	545
2019 Q2	$11K	Buy	191 +23	+14%	+$1.41K	0.01%	510
2019 Q1	$9K	Hold	168	–	–	0.01%	460
2018 Q4	$7K	Buy	+168	New	+$6.81K	0.01%	496

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Liberty Wealth Management's WOLF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Wolfspeed (WOLF) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in WOLF in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q2 2019. 450 funds tracked by Wall St. Rank hold WOLF as of Q4 2021.

Liberty Wealth Management reported no remaining Wolfspeed position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 11 Wolfspeed shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Wolfspeed in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's Wolfspeed position peaked at $11K in Q2 2019.
450 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.