Spire Wealth Management’s Wolfspeed WOLF Stock Holding History

Spire 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
2024 Q3	–	Sell	-25	Closed	-$569	–	2280
2024 Q2	$569	Buy	25 +5	+25%	+$129	﹤0.01%	2184
2024 Q1	$590	Hold	20	–	–	﹤0.01%	2281
2023 Q4	$648	Hold	20	–	–	﹤0.01%	2330
2023 Q3	$762	Hold	20	–	–	﹤0.01%	2301
2023 Q2	$1.11K	Sell	20 -42	-68%	-$2.14K	﹤0.01%	2294
2023 Q1	$4.03K	Sell	62 -24	-28%	-$1.75K	﹤0.01%	2088
2022 Q4	$6K	Buy	86 +31	+56%	+$2.75K	﹤0.01%	1800
2022 Q3	$6K	Sell	55 -1,005	-95%	-$96.2K	﹤0.01%	1720
2022 Q2	$67K	Buy	+1,060	New	+$88.1K	﹤0.01%	1180
2021 Q4	–	Sell	-1,020	Closed	-$82K	–	3012
2021 Q3	$82K	Hold	1,020	–	–	﹤0.01%	1266
2021 Q2	$100K	Sell	1,020 -271	-21%	-$27.3K	﹤0.01%	1182
2021 Q1	$140K	Buy	+1,291	New	+$145K	﹤0.01%	1233

Other funds holding WOLF

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Spire Wealth Management's WOLF Position: Q3 2024 in Review

Spire Wealth Management sold out of Wolfspeed (WOLF) in Q3 2024, closing a stake of 25 shares — an estimated $569 sold.

Spire Wealth Management first reported a position in WOLF in Q1 2021 and held it in 12 quarters. The position peaked at $140K in Q1 2021. 321 funds tracked by Wall St. Rank hold WOLF as of Q3 2024.

Spire Wealth Management reported no remaining Wolfspeed position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 25 Wolfspeed shares in Q3 2024, an estimated $569.
Spire Wealth Management first reported a position in Wolfspeed in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's Wolfspeed position peaked at $140K in Q1 2021.
321 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.