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Ropes Wealth Advisors’s Wolfspeed WOLF Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-82
Closed -$9K – 797
2020
Q4 		$9K Buy
+82
New +$6.58K ﹤0.01% 548
2016
Q1 		– Sell
-33
Closed -$1K – 524
2015
Q4 		$1K Hold
33
– – ﹤0.01% 455
2015
Q3 		$1K Buy
+33
New +$843 ﹤0.01% 400

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ropes Wealth Advisors's WOLF Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Wolfspeed (WOLF) in Q1 2021, closing a stake of 82 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in WOLF in Q3 2015 and held it in 3 quarters. The position peaked at $9K in Q4 2020. 410 funds tracked by Wall St. Rank hold WOLF as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Wolfspeed position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 82 Wolfspeed shares in Q1 2021, an estimated $9K.
  • Ropes Wealth Advisors first reported a position in Wolfspeed in Q3 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's Wolfspeed position peaked at $9K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.