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Moneta Group Investment Advisors’s Wolfspeed WOLF Stock Holding History

Moneta Group Investment Advisors’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
2019
Q4 		– Sell
-653
Closed -$32K – 288
2019
Q3 		$32K Buy
+653
New +$35.5K ﹤0.01% 265

Other funds holding WOLF

BlackRock
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Moneta Group Investment Advisors's WOLF Position: Q4 2019 in Review

Moneta Group Investment Advisors sold out of Wolfspeed (WOLF) in Q4 2019, closing a stake of 653 shares — an estimated $32K sold.

Moneta Group Investment Advisors first reported a position in WOLF in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 327 funds tracked by Wall St. Rank hold WOLF as of Q4 2019.

  • Moneta Group Investment Advisors reported no remaining Wolfspeed position as of Q4 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 653 Wolfspeed shares in Q4 2019, an estimated $32K.
  • Moneta Group Investment Advisors first reported a position in Wolfspeed in Q3 2019 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Wolfspeed position peaked at $32K in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.