Valeo Financial Advisors’s Wolfspeed WOLF Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-635	Closed	-$69K	–	1838
2021 Q1	$69K	Buy	635 +96	+18%	+$10.8K	﹤0.01%	748
2020 Q4	$57K	Hold	539	–	–	﹤0.01%	729
2020 Q3	$34K	Hold	539	–	–	﹤0.01%	776
2020 Q2	$32K	Hold	539	–	–	﹤0.01%	895
2020 Q1	$21K	Hold	539	–	–	﹤0.01%	889
2019 Q4	$25K	Hold	539	–	–	﹤0.01%	868
2019 Q3	$26K	Hold	539	–	–	﹤0.01%	785
2019 Q2	$30K	Hold	539	–	–	﹤0.01%	743
2019 Q1	$31K	Hold	539	–	–	﹤0.01%	671
2018 Q4	$23K	Hold	539	–	–	﹤0.01%	682
2018 Q3	$21K	Hold	539	–	–	﹤0.01%	769
2018 Q2	$27K	Sell	539 -743	-58%	-$32.5K	﹤0.01%	683
2018 Q1	$52K	Buy	1,282 +590	+85%	+$22.2K	0.01%	482
2017 Q4	$26K	Buy	692 +300	+77%	+$10.3K	﹤0.01%	618
2017 Q3	$11K	Buy	+392	New	+$9.75K	﹤0.01%	686

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Valeo Financial Advisors's WOLF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Wolfspeed (WOLF) in Q2 2021, closing a stake of 635 shares — an estimated $69K sold.

Valeo Financial Advisors first reported a position in WOLF in Q3 2017 and held it in 15 quarters. The position peaked at $69K in Q1 2021. 402 funds tracked by Wall St. Rank hold WOLF as of Q2 2021.

Valeo Financial Advisors reported no remaining Wolfspeed position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 635 Wolfspeed shares in Q2 2021, an estimated $69K.
Valeo Financial Advisors first reported a position in Wolfspeed in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Wolfspeed position peaked at $69K in Q1 2021.
402 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.