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Perigon Wealth Management’s Wolfspeed WOLF Stock Holding History

Perigon 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
2024
Q4 		– Sell
-38,287
Closed -$371K – 1105
2024
Q3 		$371K Buy
+38,287
New +$564K 0.01% 711
2024
Q1 		– Sell
-8,965
Closed -$390K – 923
2023
Q4 		$390K Buy
8,965
+2,771
+45% +$101K 0.01% 571
2023
Q3 		$236K Buy
6,194
+1,579
+34% +$82.7K 0.01% 678
2023
Q2 		$257K Sell
4,615
-62
-1% -$3.16K 0.01% 664
2023
Q1 		$304K Sell
4,677
-131
-3% -$9.57K 0.02% 533
2022
Q4 		$332K Buy
4,808
+15
+0.3% +$1.33K 0.02% 501
2022
Q3 		$495K Buy
4,793
+18
+0.4% +$1.72K 0.04% 333
2022
Q2 		$303K Buy
4,775
+343
+8% +$28.5K 0.03% 429
2022
Q1 		$505K Sell
4,432
-27
-0.6% -$2.72K 0.04% 361
2021
Q4 		$498K Buy
4,459
+195
+5% +$21.7K 0.04% 345
2021
Q3 		$344K Buy
4,264
+266
+7% +$23.6K 0.03% 384
2021
Q2 		$392K Buy
3,998
+29
+0.7% +$2.92K 0.03% 353
2021
Q1 		$429K Buy
3,969
+306
+8% +$34.4K 0.04% 324
2020
Q4 		$388K Buy
+3,663
New +$294K 0.05% 291
2017
Q2 		– Sell
-200
Closed -$5K – 631
2017
Q1 		$5K Hold
200
– – ﹤0.01% 571
2016
Q4 		$5K Sell
200
-1,617
-89% -$40.2K ﹤0.01% 649
2016
Q3 		$47K Sell
1,817
-5,520
-75% -$143K 0.01% 318
2016
Q2 		$179K Buy
7,337
+7,087
+2,835% +$172K 0.05% 203
2016
Q1 		$278K Buy
+250
New +$7.16K 0.09% 130
2015
Q3 		– Sell
-14,712
Closed -$383K – 214
2015
Q2 		$383K Sell
14,712
-10,023
-41% -$315K 0.1% 160
2015
Q1 		$878K Buy
24,735
+8,683
+54% +$314K 0.24% 103
2014
Q4 		$517K Buy
16,052
+10,015
+166% +$329K 0.16% 126
2014
Q3 		$247K Buy
+6,037
New +$279K 0.07% 179
2014
Q1 		– Sell
-3,235
Closed -$202K – 136
2013
Q4 		$202K Buy
+3,235
New +$200K 0.11% 130

Other funds holding WOLF

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's WOLF Position: Q4 2024 in Review

Perigon Wealth Management sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 38,287 shares — an estimated $371K sold.

Perigon Wealth Management first reported a position in WOLF in Q4 2013 and held it in 24 quarters. The position peaked at $878K in Q1 2015. 307 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Perigon Wealth Management reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 38,287 Wolfspeed shares in Q4 2024, an estimated $371K.
  • Perigon Wealth Management first reported a position in Wolfspeed in Q4 2013 and held it in 24 quarters.
  • Perigon Wealth Management's Wolfspeed position peaked at $878K in Q1 2015.
  • 307 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.