VisionPoint Advisory Group’s Wolfspeed WOLF Stock Holding History

VisionPoint Advisory Group’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	-6,178	Closed	-$59.9K	–	315
2024 Q3	$59.9K	Hold	6,178	–	–	0.02%	231
2024 Q2	$141K	Hold	6,178	–	–	0.05%	191
2024 Q1	$182K	Buy	+6,178	New	+$186K	0.07%	174
2023 Q4	–	Sell	-25	Closed	-$953	–	896
2023 Q3	$953	Buy	+25	New	+$1.31K	﹤0.01%	615

Other funds holding WOLF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

VisionPoint Advisory Group's WOLF Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 6,178 shares — an estimated $59.9K sold.

VisionPoint Advisory Group first reported a position in WOLF in Q3 2023 and held it in 4 quarters. The position peaked at $182K in Q1 2024. 306 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

VisionPoint Advisory Group reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 6,178 Wolfspeed shares in Q4 2024, an estimated $59.9K.
VisionPoint Advisory Group first reported a position in Wolfspeed in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Wolfspeed position peaked at $182K in Q1 2024.
306 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.