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Next Financial Group’s Wolfspeed WOLF Stock Holding History

Next Financial Group’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
2021
Q4 		$131K Buy
1,169
+976
+506% +$109K 0.01% 1053
2021
Q3 		$16K Buy
193
+49
+34% +$4.35K ﹤0.01% 1887
2021
Q2 		$14K Hold
144
– – ﹤0.01% 1882
2021
Q1 		$16K Sell
144
-28
-16% -$3.15K ﹤0.01% 1725
2020
Q4 		$18K Sell
172
-8
-4% -$642 ﹤0.01% 1591
2020
Q3 		$11K Buy
+180
New +$11.7K ﹤0.01% 1610
2020
Q2 		– Sell
-434
Closed -$15K – 1894
2020
Q1 		$15K Buy
434
+19
+5% +$853 ﹤0.01% 1385
2019
Q4 		$19K Buy
415
+30
+8% +$1.4K ﹤0.01% 1551
2019
Q3 		$19K Sell
385
-30
-7% -$1.63K ﹤0.01% 1474
2019
Q2 		$23K Buy
415
+73
+21% +$4.46K ﹤0.01% 1417
2019
Q1 		$20K Buy
342
+186
+119% +$9.54K 0.01% 967
2018
Q4 		$7K Sell
156
-7
-4% -$284 ﹤0.01% 1463
2018
Q3 		$6K Buy
+163
New +$7.41K ﹤0.01% 1140
2017
Q4 		– Sell
-387
Closed -$11K – 1425
2017
Q3 		$11K Buy
387
+13
+3% +$323 ﹤0.01% 1188
2017
Q2 		$9K Hold
374
– – ﹤0.01% 1368
2017
Q1 		$8K Sell
374
-356
-49% -$9.68K ﹤0.01% 1377
2016
Q4 		$19K Sell
730
-200
-22% -$4.98K ﹤0.01% 1396
2016
Q3 		$24K Buy
930
+656
+239% +$16.9K ﹤0.01% 1278
2016
Q2 		$6K Sell
274
-100
-27% -$2.43K ﹤0.01% 1378
2016
Q1 		$10K Sell
374
-35
-9% -$1K ﹤0.01% 1171
2015
Q4 		$10K Buy
409
+200
+96% +$5.17K ﹤0.01% 1185
2015
Q3 		$5K Buy
209
+20
+11% +$511 ﹤0.01% 1441
2015
Q2 		$4K Hold
189
– – ﹤0.01% 1555
2015
Q1 		$6K Hold
189
– – ﹤0.01% 1446
2014
Q4 		$6K Sell
189
-451
-70% -$14.8K ﹤0.01% 1447
2014
Q3 		$26K Sell
640
-100
-14% -$4.62K 0.01% 1266
2014
Q2 		$37K Buy
+740
New +$36.8K 0.02% 423

Other funds holding WOLF

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Next Financial Group's WOLF Position: Q4 2021 in Review

Next Financial Group increased its Wolfspeed (WOLF) stake by 506% in Q4 2021, buying an estimated $109K and bringing the position to 1,169 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #1053.

Next Financial Group first reported a position in WOLF in Q2 2014 and has held it in 27 quarters since. 450 funds tracked by Wall St. Rank hold WOLF as of Q4 2021.

  • Next Financial Group held 1,169 shares of Wolfspeed worth $131K as of Q4 2021.
  • Next Financial Group bought 976 Wolfspeed shares in Q4 2021, an estimated $109K.
  • Wolfspeed made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1053 holding.
  • Next Financial Group first reported a position in Wolfspeed in Q2 2014 and has held it in 27 quarters since.
  • 450 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.