Private Ocean’s Wolfspeed WOLF Stock Holding History

Private Ocean’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 Q3	–	Sell	-19	Closed	-$1.06K	–	580
2023 Q2	$1.06K	Hold	19	–	–	﹤0.01%	519
2023 Q1	$1.23K	Buy	+19	New	+$1.39K	﹤0.01%	543

Other funds holding WOLF

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Ocean's WOLF Position: Q3 2023 in Review

Private Ocean sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 19 shares — an estimated $1.06K sold.

Private Ocean first reported a position in WOLF in Q1 2023 and held it in 2 quarters. The position peaked at $1.23K in Q1 2023. 406 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

Private Ocean reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 19 Wolfspeed shares in Q3 2023, an estimated $1.06K.
Private Ocean first reported a position in Wolfspeed in Q1 2023 and held it in 2 quarters.
Private Ocean's Wolfspeed position peaked at $1.23K in Q1 2023.
406 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.