SWM
WOLF icon

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return