Planned Solutions’s Wolfspeed WOLF Stock Holding History

Planned Solutions’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	-700	Closed	-$6.79K	–	640
2024 Q3	$6.79K	Buy	+700	New	+$10.3K	﹤0.01%	476

Other funds holding WOLF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JPM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Planned Solutions's WOLF Position: Q4 2024 in Review

Planned Solutions sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 700 shares — an estimated $6.79K sold.

Planned Solutions first reported a position in WOLF in Q3 2024 and held it in 1 quarter. The position peaked at $6.79K in Q3 2024. 306 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

Planned Solutions reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 700 Wolfspeed shares in Q4 2024, an estimated $6.79K.
Planned Solutions first reported a position in Wolfspeed in Q3 2024 and held it in 1 quarter.
Planned Solutions's Wolfspeed position peaked at $6.79K in Q3 2024.
306 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.