Neumann Advisory (HK)’s Wolfspeed WOLF Stock Holding History

Neumann Advisory (HK)’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
2024 Q2	–	Sell	-10,223	Closed	-$302K	–	15
2024 Q1	$302K	Hold	10,223	–	–	0.15%	15
2023 Q4	$445K	Hold	10,223	–	–	0.17%	13
2023 Q3	$390K	Hold	10,223	–	–	0.16%	13
2023 Q2	$568K	Hold	10,223	–	–	0.22%	13
2023 Q1	$664K	Hold	10,223	–	–	0.29%	13
2022 Q4	$706K	Hold	10,223	–	–	0.43%	14
2022 Q3	$1.06M	Hold	10,223	–	–	0.37%	13
2022 Q2	$649K	Hold	10,223	–	–	0.21%	14
2022 Q1	$1.16M	Hold	10,223	–	–	0.26%	14
2021 Q4	$1.14M	Buy	+10,223	New	+$1.14M	0.2%	14

Other funds holding WOLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Neumann Advisory (HK)'s WOLF Position: Q2 2024 in Review

Neumann Advisory (HK) sold out of Wolfspeed (WOLF) in Q2 2024, closing a stake of 10,223 shares — an estimated $302K sold.

Neumann Advisory (HK) first reported a position in WOLF in Q4 2021 and held it in 10 quarters. The position peaked at $1.16M in Q1 2022. 344 funds tracked by Wall St. Rank hold WOLF as of Q2 2024.

Neumann Advisory (HK) reported no remaining Wolfspeed position as of Q2 2024 after selling out during the quarter.
Neumann Advisory (HK) sold 10,223 Wolfspeed shares in Q2 2024, an estimated $302K.
Neumann Advisory (HK) first reported a position in Wolfspeed in Q4 2021 and held it in 10 quarters.
Neumann Advisory (HK)'s Wolfspeed position peaked at $1.16M in Q1 2022.
344 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2024.

Based on Neumann Advisory (HK)'s 13F filing for Q2 2024, filed 10 Jul 2024.