WR Wealth Planners’s Wolfspeed WOLF Stock Holding History

WR Wealth Planners’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	$47	Sell	7 -329	-98%	-$3.35K	﹤0.01%	1089
2024 Q3	$3.26K	Sell	336 -1	-0.3%	-$15	﹤0.01%	813
2024 Q2	$7.67K	Sell	337 -5	-1%	-$129	﹤0.01%	646
2024 Q1	$10.1K	Buy	+342	New	+$10.3K	﹤0.01%	599
2023 Q4	–	Sell	-539	Closed	-$20.5K	–	862
2023 Q3	$20.5K	Sell	539 -10	-2%	-$523	0.01%	420
2023 Q2	$30.5K	Sell	549 -145	-21%	-$7.39K	0.01%	381
2023 Q1	$45.1K	Sell	694 -1,119	-62%	-$81.8K	0.02%	333
2022 Q4	$125K	Sell	1,813 -1,386	-43%	-$123K	0.08%	125
2022 Q3	$331K	Sell	3,199 -637	-17%	-$61K	0.23%	74
2022 Q2	$243K	Buy	3,836 +289	+8%	+$24K	0.16%	98
2022 Q1	$404K	Buy	+3,547	New	+$357K	0.24%	70

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

WR Wealth Planners's WOLF Position: Q4 2024 in Review

WR Wealth Planners reduced its Wolfspeed (WOLF) stake by 98% in Q4 2024, selling an estimated $3.35K and leaving 7 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

WR Wealth Planners first reported a position in WOLF in Q1 2022 and has held it in 11 quarters since. The position peaked at $404K in Q1 2022. 307 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

WR Wealth Planners held 7 shares of Wolfspeed worth $47 as of Q4 2024.
WR Wealth Planners sold 329 Wolfspeed shares in Q4 2024, an estimated $3.35K.
Wolfspeed made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1089 holding.
WR Wealth Planners first reported a position in Wolfspeed in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Wolfspeed position peaked at $404K in Q1 2022.
307 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.