Souders Financial Advisors’s Wolfspeed WOLF Stock Holding History

Souders Financial 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
2023 Q4	–	Sell	-10,481	Closed	-$399K	–	160
2023 Q3	$399K	Sell	10,481 -1,046	-9%	-$54.8K	0.08%	125
2023 Q2	$641K	Buy	11,527 +4,847	+73%	+$247K	0.12%	109
2023 Q1	$434K	Sell	6,680 -32	-0.5%	-$2.34K	0.09%	120
2022 Q4	$463K	Buy	6,712 +2,941	+78%	+$261K	0.11%	116
2022 Q3	$390K	Buy	+3,771	New	+$361K	0.11%	120

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Souders Financial Advisors's WOLF Position: Q4 2023 in Review

Souders Financial Advisors sold out of Wolfspeed (WOLF) in Q4 2023, closing a stake of 10,481 shares — an estimated $399K sold.

Souders Financial Advisors first reported a position in WOLF in Q3 2022 and held it in 5 quarters. The position peaked at $641K in Q2 2023. 403 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

Souders Financial Advisors reported no remaining Wolfspeed position as of Q4 2023 after selling out during the quarter.
Souders Financial Advisors sold 10,481 Wolfspeed shares in Q4 2023, an estimated $399K.
Souders Financial Advisors first reported a position in Wolfspeed in Q3 2022 and held it in 5 quarters.
Souders Financial Advisors's Wolfspeed position peaked at $641K in Q2 2023.
403 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on Souders Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.