YorkBridge Wealth Partners’s Wolfspeed WOLF Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-582	Closed	-$33K	–	650
2019 Q2	$33K	Buy	582 +41	+8%	+$2.5K	0.01%	412
2019 Q1	$31K	Sell	541 -65	-11%	-$3.33K	0.01%	410
2018 Q4	$26K	Hold	606	–	–	0.01%	406
2018 Q3	$23K	Sell	606 -106	-15%	-$4.82K	0.01%	497
2018 Q2	$30K	Sell	712 -13	-2%	-$569	0.01%	436
2018 Q1	$30K	Sell	725 -37	-5%	-$1.39K	0.01%	436
2017 Q4	$24K	Sell	762 -619	-45%	-$21.3K	0.01%	470
2017 Q3	$39K	Sell	1,381 -132	-9%	-$3.28K	0.02%	406
2017 Q2	$37K	Buy	1,513 +30	+2%	+$718	0.02%	409
2017 Q1	$33K	Sell	1,483 -183	-11%	-$4.97K	0.02%	426
2016 Q4	$43K	Buy	+1,666	New	+$41.5K	0.03%	376

Other funds holding WOLF

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

IAM

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

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

YorkBridge Wealth Partners's WOLF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Wolfspeed (WOLF) in Q3 2019, closing a stake of 582 shares — an estimated $33K sold.

YorkBridge Wealth Partners first reported a position in WOLF in Q4 2016 and held it in 11 quarters. The position peaked at $43K in Q4 2016. 334 funds tracked by Wall St. Rank hold WOLF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Wolfspeed position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 582 Wolfspeed shares in Q3 2019, an estimated $33K.
YorkBridge Wealth Partners first reported a position in Wolfspeed in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Wolfspeed position peaked at $43K in Q4 2016.
334 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.