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Northwest Wealth Management’s Wolfspeed WOLF Stock Holding History

Northwest Wealth Management’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
2019
Q2 		– Sell
-27
Closed -$2K – 475
2019
Q1 		$2K Hold
27
– – ﹤0.01% 487
2018
Q4 		$1K Hold
27
– – ﹤0.01% 496
2018
Q3 		$1K Hold
27
– – ﹤0.01% 511
2018
Q2 		$1K Hold
27
– – ﹤0.01% 500
2018
Q1 		$1K Buy
+27
New +$1.02K ﹤0.01% 513

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Vanguard Group
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Wealth Management's WOLF Position: Q2 2019 in Review

Northwest Wealth Management sold out of Wolfspeed (WOLF) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in WOLF in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 350 funds tracked by Wall St. Rank hold WOLF as of Q2 2019.

  • Northwest Wealth Management reported no remaining Wolfspeed position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 27 Wolfspeed shares in Q2 2019, an estimated $2K.
  • Northwest Wealth Management first reported a position in Wolfspeed in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Wolfspeed position peaked at $2K in Q1 2019.
  • 350 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.