VWM
WOLF icon

Venturi Wealth Management’s Wolfspeed WOLF Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-160
Closed -$1.55K – 2068
2024
Q3 		$1.55K Buy
+160
New +$2.35K ﹤0.01% 1710
2023
Q2 		– Sell
-1,872
Closed -$122K – 1288
2023
Q1 		$122K Buy
+1,872
New +$137K 0.01% 378

Other funds holding WOLF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's WOLF Position: Q4 2024 in Review

Venturi Wealth Management sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 160 shares — an estimated $1.55K sold.

Venturi Wealth Management first reported a position in WOLF in Q1 2023 and held it in 2 quarters. The position peaked at $122K in Q1 2023. 306 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Venturi Wealth Management reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 160 Wolfspeed shares in Q4 2024, an estimated $1.55K.
  • Venturi Wealth Management first reported a position in Wolfspeed in Q1 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Wolfspeed position peaked at $122K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.