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	$8.28K	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 $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Capital International Investors

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

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments

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

Capital World Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return