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Selective Wealth Management’s Wolfspeed WOLF Stock Holding History

Selective Wealth Management’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
2020
Q3 		– Sell
-41
Closed -$2K – 420
2020
Q2 		$2K Hold
41
– – ﹤0.01% 393
2020
Q1 		$1K Hold
41
– – ﹤0.01% 326
2019
Q4 		$2K Buy
+41
New +$1.91K ﹤0.01% 301

Other funds holding WOLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's WOLF Position: Q3 2020 in Review

Selective Wealth Management sold out of Wolfspeed (WOLF) in Q3 2020, closing a stake of 41 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in WOLF in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 328 funds tracked by Wall St. Rank hold WOLF as of Q3 2020.

  • Selective Wealth Management reported no remaining Wolfspeed position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 41 Wolfspeed shares in Q3 2020, an estimated $2K.
  • Selective Wealth Management first reported a position in Wolfspeed in Q4 2019 and held it in 3 quarters.
  • Selective Wealth Management's Wolfspeed position peaked at $2K in Q2 2020.
  • 328 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.