Trivest Advisors’s Wolfspeed WOLF Stock Holding History

Trivest 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
2022 Q4	–	Sell	-5,000	Closed	-$517K	–	27
2022 Q3	$517K	Buy	+5,000	New	+$479K	0.18%	16
2022 Q1	–	Sell	-12,000	Closed	-$1.34M	–	29
2021 Q4	$1.34M	Buy	+12,000	New	+$1.34M	0.12%	10

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Trivest Advisors's WOLF Position: Q4 2022 in Review

Trivest Advisors sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 5,000 shares — an estimated $517K sold.

Trivest Advisors first reported a position in WOLF in Q4 2021 and held it in 2 quarters. The position peaked at $1.34M in Q4 2021. 496 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

Trivest Advisors reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
Trivest Advisors sold 5,000 Wolfspeed shares in Q4 2022, an estimated $517K.
Trivest Advisors first reported a position in Wolfspeed in Q4 2021 and held it in 2 quarters.
Trivest Advisors's Wolfspeed position peaked at $1.34M in Q4 2021.
496 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on Trivest Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.