PFS Investments’s Wolfspeed WOLF Stock Holding History

PFS Investments’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
2023 Q2	$3.64M	Sell	65,405 -837	-1%	-$42.6K	0.06%	261
2023 Q1	$3.81M	Sell	66,242 -13,135	-17%	-$960K	0.07%	241
2022 Q4	$5.48M	Sell	79,377 -749	-0.9%	-$66.4K	0.1%	184
2022 Q3	$8.28M	Buy	80,126 +17,783	+29%	+$1.7M	0.15%	115
2022 Q2	$3.96M	Buy	62,343 +504	+0.8%	+$41.9K	0.08%	212
2022 Q1	$7.04M	Buy	61,839 +2,702	+5%	+$272K	0.13%	148
2021 Q4	$6.61M	Sell	59,137 -2,143	-3%	-$239K	0.13%	160
2021 Q3	$4.85M	Buy	61,280 +837	+1%	+$74.3K	0.1%	181
2021 Q2	$5.74M	Buy	60,443 +6,715	+12%	+$677K	0.13%	151
2021 Q1	$5.81M	Buy	53,728 +8,739	+19%	+$982K	0.15%	142
2020 Q4	$5.28M	Buy	44,989 +6,742	+18%	+$541K	0.15%	141
2020 Q3	$2.44M	Buy	38,247 +5,391	+16%	+$349K	0.08%	174
2020 Q2	$1.95M	Buy	32,856 +5,402	+20%	+$260K	0.07%	165
2020 Q1	$974K	Buy	27,454 +5,433	+25%	+$244K	0.04%	187
2019 Q4	$1.02M	Buy	22,021 +5,849	+36%	+$273K	0.04%	182
2019 Q3	$792K	Buy	16,172 +7,434	+85%	+$404K	0.03%	162
2019 Q2	$521K	Buy	+8,738	New	+$534K	0.02%	144

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFS Investments's WOLF Position: Q2 2023 in Review

PFS Investments reduced its Wolfspeed (WOLF) stake by 1.3% in Q2 2023, selling an estimated $42.6K and leaving 65,405 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #261.

PFS Investments first reported a position in WOLF in Q2 2019 and has held it in 17 quarters since. The position peaked at $8.28M in Q3 2022. 440 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

PFS Investments held 65,405 shares of Wolfspeed worth $3.64M as of Q2 2023.
PFS Investments sold 837 Wolfspeed shares in Q2 2023, an estimated $42.6K.
Wolfspeed made up 0.06% of PFS Investments's portfolio in Q2 2023, its #261 holding.
PFS Investments first reported a position in Wolfspeed in Q2 2019 and has held it in 17 quarters since.
PFS Investments's Wolfspeed position peaked at $8.28M in Q3 2022.
440 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.