Sugarloaf Wealth Management’s Wolfspeed WOLF Stock Holding History

Sugarloaf 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 Q1	–	Sell	-150	Closed	-$6.53K	–	714
2023 Q4	$6.53K	Hold	150	–	–	﹤0.01%	526
2023 Q3	$5.71K	Hold	150	–	–	﹤0.01%	522
2023 Q2	$8.34K	Hold	150	–	–	﹤0.01%	494
2023 Q1	$9.74K	Sell	150 -10	-6%	-$731	﹤0.01%	480
2022 Q4	$11K	Sell	160 -157	-50%	-$13.9K	﹤0.01%	482
2022 Q3	$33K	Hold	317	–	–	0.01%	352
2022 Q2	$20K	Buy	+317	New	+$26.4K	0.01%	415
2021 Q4	–	Sell	-317	Closed	-$26K	–	786
2021 Q3	$26K	Sell	317 -579	-65%	-$51.4K	0.01%	376
2021 Q2	$88K	Hold	896	–	–	0.02%	205
2021 Q1	$97K	Hold	896	–	–	0.03%	188
2020 Q4	$95K	Hold	896	–	–	0.03%	184
2020 Q3	$57K	Sell	896 -25	-3%	-$1.62K	0.02%	221
2020 Q2	$55K	Hold	921	–	–	0.02%	223
2020 Q1	$33K	Hold	921	–	–	0.01%	272
2019 Q4	$43K	Buy	+921	New	+$43K	0.02%	268

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JPM

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

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

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

Sugarloaf Wealth Management's WOLF Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 150 shares — an estimated $6.53K sold.

Sugarloaf Wealth Management first reported a position in WOLF in Q4 2019 and held it in 15 quarters. The position peaked at $97K in Q1 2021. 371 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 150 Wolfspeed shares in Q1 2024, an estimated $6.53K.
Sugarloaf Wealth Management first reported a position in Wolfspeed in Q4 2019 and held it in 15 quarters.
Sugarloaf Wealth Management's Wolfspeed position peaked at $97K in Q1 2021.
371 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.