WealthPLAN Partners’s Wolfspeed WOLF Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-34	Closed	-$1.89K	–	1180
2023 Q2	$1.89K	Buy	+34	New	+$1.73K	﹤0.01%	1085

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

WealthPLAN Partners's WOLF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Wolfspeed (WOLF) in Q3 2023, closing a stake of 34 shares — an estimated $1.89K sold.

WealthPLAN Partners first reported a position in WOLF in Q2 2023 and held it in 1 quarter. The position peaked at $1.89K in Q2 2023. 407 funds tracked by Wall St. Rank hold WOLF as of Q3 2023.

WealthPLAN Partners reported no remaining Wolfspeed position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 34 Wolfspeed shares in Q3 2023, an estimated $1.89K.
WealthPLAN Partners first reported a position in Wolfspeed in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Wolfspeed position peaked at $1.89K in Q2 2023.
407 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.