OneDigital Investment Advisors’s Wolfspeed WOLF Stock Holding History

OneDigital Investment Advisors’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	-5,349	Closed	-$233K	–	1166
2023 Q4	$233K	Sell	5,349 -1,994	-27%	-$72.3K	﹤0.01%	1002
2023 Q3	$280K	Sell	7,343 -290	-4%	-$15.2K	0.01%	830
2023 Q2	$424K	Sell	7,633 -764	-9%	-$38.9K	0.01%	696
2023 Q1	$545K	Sell	8,397 -1,153	-12%	-$84.2K	0.01%	585
2022 Q4	$659K	Buy	9,550 +2,969	+45%	+$263K	0.02%	447
2022 Q3	$680K	Buy	+6,581	New	+$630K	0.03%	382
2021 Q1	–	Sell	-2,002	Closed	-$212K	–	767
2020 Q4	$212K	Buy	+2,002	New	+$161K	0.01%	585
2020 Q3	–	Sell	-3,416	Closed	-$202K	–	722
2020 Q2	$202K	Buy	+3,416	New	+$164K	0.01%	553
2019 Q4	–	Sell	-8,526	Closed	-$418K	–	634
2019 Q3	$418K	Sell	8,526 -1,216	-12%	-$66.1K	0.04%	310
2019 Q2	$547K	Buy	9,742 +7,342	+306%	+$449K	0.04%	234
2019 Q1	$137K	Buy	2,400 +100	+4%	+$5.13K	0.02%	328
2018 Q4	$98K	Sell	2,300 -100	-4%	-$4.05K	0.02%	341
2018 Q3	$91K	Buy	2,400 +50	+2%	+$2.27K	0.02%	289
2018 Q2	$98K	Hold	2,350	–	–	0.02%	343
2018 Q1	$95K	Hold	2,350	–	–	0.02%	355
2017 Q4	$87K	Hold	2,350	–	–	0.01%	376
2017 Q3	$66K	Sell	2,350 -2,327	-50%	-$57.9K	0.02%	316
2017 Q2	$115K	Buy	+4,677	New	+$112K	0.03%	288

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OneDigital Investment Advisors's WOLF Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 5,349 shares — an estimated $233K sold.

OneDigital Investment Advisors first reported a position in WOLF in Q2 2017 and held it in 18 quarters. The position peaked at $680K in Q3 2022. 371 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

OneDigital Investment Advisors reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 5,349 Wolfspeed shares in Q1 2024, an estimated $233K.
OneDigital Investment Advisors first reported a position in Wolfspeed in Q2 2017 and held it in 18 quarters.
OneDigital Investment Advisors's Wolfspeed position peaked at $680K in Q3 2022.
371 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.