Montag & Associates’s Wolfspeed WOLF Stock Holding History

Montag & Associates’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 Q2	–	Sell	-9	Closed	-$585	–	949
2023 Q1	$585	Hold	9	–	–	﹤0.01%	908
2022 Q4	$621	Buy	+9	New	+$798	﹤0.01%	921

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montag & Associates's WOLF Position: Q2 2023 in Review

Montag & Associates sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 9 shares — an estimated $585 sold.

Montag & Associates first reported a position in WOLF in Q4 2022 and held it in 2 quarters. The position peaked at $621 in Q4 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Montag & Associates reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Montag & Associates sold 9 Wolfspeed shares in Q2 2023, an estimated $585.
Montag & Associates first reported a position in Wolfspeed in Q4 2022 and held it in 2 quarters.
Montag & Associates's Wolfspeed position peaked at $621 in Q4 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Montag & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.