Mutual Advisors’s Wolfspeed WOLF Stock Holding History

Mutual 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
2023 Q3	–	Sell	-4,088	Closed	-$227K	–	1059
2023 Q2	$227K	Sell	4,088 -181	-4%	-$9.22K	0.01%	902
2023 Q1	$277K	Buy	4,269 +62	+1%	+$4.53K	0.01%	799
2022 Q4	$290K	Buy	4,207 +19	+0.5%	+$1.68K	0.01%	752
2022 Q3	$433K	Buy	4,188 +128	+3%	+$12.3K	0.02%	606
2022 Q2	$258K	Sell	4,060 -250	-6%	-$20.8K	0.02%	721
2022 Q1	$491K	Hold	4,310	–	–	0.03%	576
2021 Q4	$482K	Buy	4,310 +250	+6%	+$27.9K	0.03%	594
2021 Q3	$328K	Sell	4,060 -20	-0.5%	-$1.78K	0.02%	688
2021 Q2	$400K	Hold	4,080	–	–	0.02%	595
2021 Q1	$441K	Sell	4,080 -32	-0.8%	-$3.6K	0.03%	519
2020 Q4	$435K	Hold	4,112	–	–	0.03%	500
2020 Q3	$262K	Hold	4,112	–	–	0.02%	572
2020 Q2	$243K	Buy	+4,112	New	+$198K	0.02%	552
2019 Q4	–	Sell	-4,170	Closed	-$204K	–	626
2019 Q3	$204K	Buy	4,170 +28	+0.7%	+$1.52K	0.03%	505
2019 Q2	$233K	Buy	4,142 +58	+1%	+$3.54K	0.03%	493
2019 Q1	$234K	Buy	+4,084	New	+$209K	0.03%	413

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

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

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

ClearBridge Investments

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

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