Northeast Financial Consultants’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,751
| Closed | -$568K | – | 329 |
|
|
2023
Q1 | $568K | Hold |
8,751
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $604K | Hold |
8,751
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $905K | Buy |
8,751
+867
| +11% | +$83K | 0.07% | 145 |
|
|
2022
Q2 | $500K | Hold |
7,884
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $898K | Buy |
7,884
+749
| +10% | +$75.4K | 0.05% | 168 |
|
|
2021
Q4 | $797K | Sell |
7,135
-5,179
| -42% | -$577K | 0.05% | 177 |
|
|
2021
Q3 | $994K | Hold |
12,314
| – | – | 0.07% | 161 |
|
|
2021
Q2 | $1.21M | Hold |
12,314
| – | – | 0.08% | 143 |
|
|
2021
Q1 | $1.33M | Hold |
12,314
| – | – | 0.1% | 119 |
|
|
2020
Q4 | $1.3M | Hold |
12,314
| – | – | 0.11% | 115 |
|
|
2020
Q3 | $785K | Hold |
12,314
| – | – | 0.07% | 141 |
|
|
2020
Q2 | $729K | Hold |
12,314
| – | – | 0.07% | 144 |
|
|
2020
Q1 | $437K | Hold |
12,314
| – | – | 0.05% | 171 |
|
|
2019
Q4 | $568K | Hold |
12,314
| – | – | 0.05% | 174 |
|
|
2019
Q3 | $603K | Hold |
12,314
| – | – | 0.06% | 166 |
|
|
2019
Q2 | $692K | Sell |
12,314
-725
| -6% | -$44.3K | 0.07% | 161 |
|
|
2019
Q1 | $746K | Hold |
13,039
| – | – | 0.08% | 145 |
|
|
2018
Q4 | $558K | Buy |
+13,039
| New | +$529K | 0.08% | 117 |
|
|
2018
Q3 | – | Sell |
-13,039
| Closed | -$542K | – | 175 |
|
|
2018
Q2 | $542K | Hold |
13,039
| – | – | 0.17% | 82 |
|
|
2018
Q1 | $525K | Hold |
13,039
| – | – | 0.18% | 85 |
|
|
2017
Q4 | $484K | Hold |
13,039
| – | – | 0.16% | 94 |
|
|
2017
Q3 | $368K | Hold |
13,039
| – | – | 0.13% | 106 |
|
|
2017
Q2 | $321K | Hold |
13,039
| – | – | 0.13% | 112 |
|
|
2017
Q1 | $349K | Hold |
13,039
| – | – | 0.15% | 106 |
|
|
2016
Q4 | $344K | Hold |
13,039
| – | – | 0.15% | 110 |
|
|
2016
Q3 | $335K | Hold |
13,039
| – | – | 0.14% | 115 |
|
|
2016
Q2 | $319K | Hold |
13,039
| – | – | 0.14% | 111 |
|
|
2016
Q1 | $379K | Hold |
13,039
| – | – | 0.2% | 90 |
|
|
2015
Q4 | $348K | Hold |
13,039
| – | – | 0.18% | 88 |
|
|
2015
Q3 | $316K | Hold |
13,039
| – | – | 0.16% | 98 |
|
|
2015
Q2 | $339K | Buy |
13,039
+5,694
| +78% | +$179K | 0.15% | 107 |
|
|
2015
Q1 | $261K | Hold |
7,345
| – | – | 0.12% | 113 |
|
|
2014
Q4 | $237K | Hold |
7,345
| – | – | 0.12% | 109 |
|
|
2014
Q3 | $301K | Hold |
7,345
| – | – | 0.17% | 102 |
|
|
2014
Q2 | $366K | Buy |
7,345
+2,095
| +40% | +$104K | 0.21% | 84 |
|
|
2014
Q1 | $297K | Buy |
+5,250
| New | +$320K | 0.17% | 92 |
|
Other funds holding WOLF
Northeast Financial Consultants's WOLF Position: Q2 2023 in Review
Northeast Financial Consultants sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 8,751 shares — an estimated $568K sold.
Northeast Financial Consultants first reported a position in WOLF in Q1 2014 and held it in 36 quarters. The position peaked at $1.33M in Q1 2021. 440 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.
- Northeast Financial Consultants reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
- Northeast Financial Consultants sold 8,751 Wolfspeed shares in Q2 2023, an estimated $568K.
- Northeast Financial Consultants first reported a position in Wolfspeed in Q1 2014 and held it in 36 quarters.
- Northeast Financial Consultants's Wolfspeed position peaked at $1.33M in Q1 2021.
- 440 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.
Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.