SageView Advisory Group’s Wolfspeed WOLF Stock Holding History

SageView Advisory Group’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 Q2	–	Sell	-5,942	Closed	-$231K	–	810
2024 Q1	$231K	Buy	+5,942	New	+$179K	0.01%	483

Other funds holding WOLF

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JPM

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

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

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

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

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

SageView Advisory Group's WOLF Position: Q2 2024 in Review

SageView Advisory Group sold out of Wolfspeed (WOLF) in Q2 2024, closing a stake of 5,942 shares — an estimated $231K sold.

SageView Advisory Group first reported a position in WOLF in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 343 funds tracked by Wall St. Rank hold WOLF as of Q2 2024.

SageView Advisory Group reported no remaining Wolfspeed position as of Q2 2024 after selling out during the quarter.
SageView Advisory Group sold 5,942 Wolfspeed shares in Q2 2024, an estimated $231K.
SageView Advisory Group first reported a position in Wolfspeed in Q1 2024 and held it in 1 quarter.
SageView Advisory Group's Wolfspeed position peaked at $231K in Q1 2024.
343 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.