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 $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 $3.38T AUM 44.17% 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

Mutual Advisors's WOLF Position: Q3 2023 in Review

Mutual Advisors sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 4,088 shares — an estimated $227K sold.

Mutual Advisors first reported a position in WOLF in Q1 2019 and held it in 16 quarters. The position peaked at $491K in Q1 2022. 408 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

Mutual Advisors reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 4,088 Wolfspeed shares in Q3 2023, an estimated $227K.
Mutual Advisors first reported a position in Wolfspeed in Q1 2019 and held it in 16 quarters.
Mutual Advisors's Wolfspeed position peaked at $491K in Q1 2022.
408 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.