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Oak Harvest Investment Services’s Wolfspeed WOLF Stock Holding History

Oak Harvest Investment Services’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
Q1 		– Sell
-5,245
Closed -$228K – 128
2023
Q4 		$228K Buy
+5,245
New +$190K 0.05% 108
2023
Q3 		– Sell
-5,245
Closed -$292K – 123
2023
Q2 		$292K Hold
5,245
– – 0.07% 98
2023
Q1 		$341K Hold
5,245
– – 0.08% 91
2022
Q4 		$362K Buy
+5,245
New +$465K 0.09% 76

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State Street
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ClearBridge Investments
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JPM
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UBS AM
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Oak Harvest Investment Services's WOLF Position: Q1 2024 in Review

Oak Harvest Investment Services sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 5,245 shares — an estimated $228K sold.

Oak Harvest Investment Services first reported a position in WOLF in Q4 2022 and held it in 4 quarters. The position peaked at $362K in Q4 2022. 370 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

  • Oak Harvest Investment Services reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,245 Wolfspeed shares in Q1 2024, an estimated $228K.
  • Oak Harvest Investment Services first reported a position in Wolfspeed in Q4 2022 and held it in 4 quarters.
  • Oak Harvest Investment Services's Wolfspeed position peaked at $362K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Oak Harvest Investment Services's 13F filing for Q1 2024, filed 19 Apr 2024.