Mark Sheptoff Financial Planning’s Wolfspeed WOLF Stock Holding History

Mark Sheptoff Financial Planning’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
2022 Q1	–	Sell	-200	Closed	-$22K	–	491
2021 Q4	$22K	Buy	+200	New	+$22.3K	0.01%	248
2021 Q3	–	Sell	-200	Closed	-$20K	–	430
2021 Q2	$20K	Hold	200	–	–	0.01%	272
2021 Q1	$22K	Hold	200	–	–	0.01%	225
2020 Q4	$21K	Hold	200	–	–	0.01%	215
2020 Q3	$13K	Hold	200	–	–	0.01%	218
2020 Q2	$12K	Hold	200	–	–	0.01%	247
2020 Q1	$7K	Hold	200	–	–	0.01%	259
2019 Q4	$9K	Hold	200	–	–	0.01%	291
2019 Q3	$10K	Hold	200	–	–	0.01%	273
2019 Q2	$11K	Hold	200	–	–	0.01%	260
2019 Q1	$11K	Hold	200	–	–	0.01%	263
2018 Q4	$9K	Hold	200	–	–	0.01%	250
2018 Q3	$8K	Hold	200	–	–	0.01%	307
2018 Q2	$8K	Hold	200	–	–	0.01%	299
2018 Q1	$8K	Hold	200	–	–	0.01%	311
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	309
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	317
2017 Q2	$5K	Sell	200 -1	-0.5%	-$24	﹤0.01%	310
2017 Q1	$5K	Buy	201 +1	+0.5%	+$27	﹤0.01%	309
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	298
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	294
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	284
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	276
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	303
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	291
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	304
2015 Q1	$7K	Hold	200	–	–	0.01%	284
2014 Q4	$6K	Hold	200	–	–	0.01%	287
2014 Q3	$8K	Hold	200	–	–	0.01%	284
2014 Q2	$10K	Hold	200	–	–	0.01%	277
2014 Q1	$11K	Buy	+200	New	+$12.2K	0.01%	278

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

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mark Sheptoff Financial Planning's WOLF Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Wolfspeed (WOLF) in Q1 2022, closing a stake of 200 shares — an estimated $22K sold.

Mark Sheptoff Financial Planning first reported a position in WOLF in Q1 2014 and held it in 31 quarters. The position peaked at $22K in Q4 2021. 442 funds tracked by Wall St. Rank hold WOLF as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Wolfspeed position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 Wolfspeed shares in Q1 2022, an estimated $22K.
Mark Sheptoff Financial Planning first reported a position in Wolfspeed in Q1 2014 and held it in 31 quarters.
Mark Sheptoff Financial Planning's Wolfspeed position peaked at $22K in Q4 2021.
442 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.