MWPCG
WOLF icon

Measured Wealth Private Client Group’s Wolfspeed WOLF Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-30
Closed -$1K – 711
2018
Q3 		$1K Buy
+30
New +$1.36K ﹤0.01% 816

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Measured Wealth Private Client Group's WOLF Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Wolfspeed (WOLF) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in WOLF in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 287 funds tracked by Wall St. Rank hold WOLF as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Wolfspeed position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 30 Wolfspeed shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Wolfspeed in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Wolfspeed position peaked at $1K in Q3 2018.
  • 287 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.