Thomas J. Herzfeld Advisors’s Wolfspeed WOLF Stock Holding History

Thomas J. Herzfeld 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 Q2	–	Sell	-21	Closed	-$1.36K	–	351
2023 Q1	$1.36K	Hold	21	–	–	﹤0.01%	311
2022 Q4	$1.45K	Hold	21	–	–	﹤0.01%	312
2022 Q3	$2K	Buy	+21	New	+$2.01K	﹤0.01%	296

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thomas J. Herzfeld Advisors's WOLF Position: Q2 2023 in Review

Thomas J. Herzfeld Advisors sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 21 shares — an estimated $1.36K sold.

Thomas J. Herzfeld Advisors first reported a position in WOLF in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 440 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Thomas J. Herzfeld Advisors reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 21 Wolfspeed shares in Q2 2023, an estimated $1.36K.
Thomas J. Herzfeld Advisors first reported a position in Wolfspeed in Q3 2022 and held it in 3 quarters.
Thomas J. Herzfeld Advisors's Wolfspeed position peaked at $2K in Q3 2022.
440 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.