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SYSTM Wealth Solutions’s Wolfspeed WOLF Stock Holding History

SYSTM Wealth Solutions’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
-183
Closed -$4.17K – 637
2024
Q2 		$4.17K Hold
183
– – ﹤0.01% 581
2024
Q1 		$5.4K Hold
183
– – ﹤0.01% 828
2023
Q4 		$7.96K Buy
+183
New +$6.64K ﹤0.01% 851

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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

SYSTM Wealth Solutions's WOLF Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Wolfspeed (WOLF) in Q3 2024, closing a stake of 183 shares — an estimated $4.17K sold.

SYSTM Wealth Solutions first reported a position in WOLF in Q4 2023 and held it in 3 quarters. The position peaked at $7.96K in Q4 2023. 320 funds tracked by Wall St. Rank hold WOLF as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Wolfspeed position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 183 Wolfspeed shares in Q3 2024, an estimated $4.17K.
  • SYSTM Wealth Solutions first reported a position in Wolfspeed in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Wolfspeed position peaked at $7.96K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.