Mitchell & Pahl Private Wealth’s Wolfspeed WOLF Stock Holding History

Mitchell & Pahl Private Wealth’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 Q3	–	Sell	-4,071	Closed	-$226K	–	154
2023 Q2	$226K	Sell	4,071 -63	-2%	-$3.21K	0.14%	146
2023 Q1	$269K	Sell	4,134 -22	-0.5%	-$1.61K	0.17%	143
2022 Q4	$287K	Sell	4,156 -74	-2%	-$6.56K	0.19%	138
2022 Q3	$437K	Sell	4,230 -164	-4%	-$15.7K	0.32%	105
2022 Q2	$279K	Sell	4,394 -254	-5%	-$21.1K	0.19%	138
2022 Q1	$529K	Sell	4,648 -128	-3%	-$12.9K	0.34%	98
2021 Q4	$534K	Sell	4,776 -571	-11%	-$63.7K	0.34%	94
2021 Q3	$432K	Sell	5,347 -43	-0.8%	-$3.82K	0.31%	99
2021 Q2	$528K	Sell	5,390 -53	-1%	-$5.35K	0.38%	85
2021 Q1	$589K	Sell	5,443 -29	-0.5%	-$3.26K	0.46%	74
2020 Q4	$579K	Buy	+5,472	New	+$439K	0.49%	71

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth's WOLF Position: Q3 2023 in Review

Mitchell & Pahl Private Wealth sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 4,071 shares — an estimated $226K sold.

Mitchell & Pahl Private Wealth first reported a position in WOLF in Q4 2020 and held it in 11 quarters. The position peaked at $589K in Q1 2021. 407 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

Mitchell & Pahl Private Wealth reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 4,071 Wolfspeed shares in Q3 2023, an estimated $226K.
Mitchell & Pahl Private Wealth first reported a position in Wolfspeed in Q4 2020 and held it in 11 quarters.
Mitchell & Pahl Private Wealth's Wolfspeed position peaked at $589K in Q1 2021.
407 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2023, filed 31 Oct 2023.