NewEdge Wealth’s Wolfspeed WOLF Stock Holding History

NewEdge Wealth’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	-3,682	Closed	-$239K	–	665
2023 Q1	$239K	Sell	3,682 -386	-9%	-$28.2K	0.01%	548
2022 Q4	$281K	Sell	4,068 -992	-20%	-$87.9K	0.01%	460
2022 Q3	$523K	Buy	5,060 +203	+4%	+$19.4K	0.02%	351
2022 Q2	$308K	Buy	4,857 +2,515	+107%	+$209K	0.01%	459
2022 Q1	$267K	Buy	+2,342	New	+$236K	0.01%	372

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Wealth's WOLF Position: Q2 2023 in Review

NewEdge Wealth sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 3,682 shares — an estimated $239K sold.

NewEdge Wealth first reported a position in WOLF in Q1 2022 and held it in 5 quarters. The position peaked at $523K in Q3 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

NewEdge Wealth reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
NewEdge Wealth sold 3,682 Wolfspeed shares in Q2 2023, an estimated $239K.
NewEdge Wealth first reported a position in Wolfspeed in Q1 2022 and held it in 5 quarters.
NewEdge Wealth's Wolfspeed position peaked at $523K in Q3 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.