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MPPW
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
Shares
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
$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
Norges Bank
Oslo, Norway
$935B AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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