True Wealth Design’s Wolfspeed WOLF Stock Holding History

True Wealth Design’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 Q4	–	Sell	-1	Closed	-$39	–	814
2023 Q3	$39	Sell	1 -2	-67%	-$105	﹤0.01%	756
2023 Q2	$167	Buy	3 +1	+50%	+$51	﹤0.01%	679
2023 Q1	$130	Hold	2	–	–	﹤0.01%	778
2022 Q4	$138	Buy	+2	New	+$177	﹤0.01%	714

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

True Wealth Design's WOLF Position: Q4 2023 in Review

True Wealth Design sold out of Wolfspeed (WOLF) in Q4 2023, closing a stake of 1 share — an estimated $39 sold.

True Wealth Design first reported a position in WOLF in Q4 2022 and held it in 4 quarters. The position peaked at $167 in Q2 2023. 402 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

True Wealth Design reported no remaining Wolfspeed position as of Q4 2023 after selling out during the quarter.
True Wealth Design sold 1 Wolfspeed share in Q4 2023, an estimated $39.
True Wealth Design first reported a position in Wolfspeed in Q4 2022 and held it in 4 quarters.
True Wealth Design's Wolfspeed position peaked at $167 in Q2 2023.
402 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.