Wealthspire Advisors (Maryland)’s Wolfspeed WOLF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-27	Closed	-$2K	–	2050
2019 Q1	$2K	Buy	+27	New	+$1.39K	﹤0.01%	2220
2018 Q1	–	Sell	-432	Closed	-$16K	–	2660
2017 Q4	$16K	Hold	432	–	–	﹤0.01%	1413
2017 Q3	$12K	Buy	432 +166	+62%	+$4.13K	﹤0.01%	1523
2017 Q2	$7K	Buy	266 +166	+166%	+$3.97K	﹤0.01%	1673
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	1641
2016 Q4	$3K	Sell	100 -14	-12%	-$348	﹤0.01%	1499
2016 Q3	$3K	Hold	114	–	–	﹤0.01%	1501
2016 Q2	$3K	Hold	114	–	–	﹤0.01%	1455
2016 Q1	$3K	Hold	114	–	–	﹤0.01%	1472
2015 Q4	$3K	Buy	+114	New	+$2.95K	﹤0.01%	1482

Other funds holding WOLF

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WOLF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Wolfspeed (WOLF) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in WOLF in Q4 2015 and held it in 10 quarters. The position peaked at $16K in Q4 2017. 350 funds tracked by Wall St. Rank hold WOLF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Wolfspeed position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 27 Wolfspeed shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Wolfspeed in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Wolfspeed position peaked at $16K in Q4 2017.
350 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.