AllSquare Wealth Management’s Microchip Technology MCHP Stock Holding History

AllSquare Wealth Management’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-659	Closed	-$59.4K	–	543
2023 Q4	$59.4K	Hold	659	–	–	0.04%	194
2023 Q3	$51.4K	Hold	659	–	–	0.03%	189
2023 Q2	$50.6K	Hold	659	–	–	0.03%	203
2023 Q1	$55.2K	Hold	659	–	–	0.04%	195
2022 Q4	$46.3K	Buy	+659	New	+$45.4K	0.03%	210
2022 Q2	–	Sell	-540	Closed	-$41K	–	518
2022 Q1	$41K	Sell	540 -98	-15%	-$7.38K	0.02%	244
2021 Q4	$56K	Sell	638 -116	-15%	-$9.38K	0.03%	208
2021 Q3	$58K	Hold	754	–	–	0.03%	207
2021 Q2	$56K	Hold	754	–	–	0.03%	216
2021 Q1	$59K	Buy	754 +30	+4%	+$2.24K	0.04%	202
2020 Q4	$50K	Sell	724 -114	-14%	-$7.1K	0.03%	201
2020 Q3	$43K	Buy	+838	New	+$43.6K	0.03%	210
2018 Q4	–	Sell	-56	Closed	-$2K	–	471
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	443
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	430
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	351
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	359
2017 Q3	$3K	Hold	56	–	–	﹤0.01%	324
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	160
2017 Q1	$2K	Buy	+56	New	+$1.97K	﹤0.01%	336

Other funds holding MCHP

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllSquare Wealth Management's MCHP Position: Q1 2024 in Review

AllSquare Wealth Management sold out of Microchip Technology (MCHP) in Q1 2024, closing a stake of 659 shares — an estimated $59.4K sold.

AllSquare Wealth Management first reported a position in MCHP in Q1 2017 and held it in 19 quarters. The position peaked at $59.4K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold MCHP as of Q1 2024.

AllSquare Wealth Management reported no remaining Microchip Technology position as of Q1 2024 after selling out during the quarter.
AllSquare Wealth Management sold 659 Microchip Technology shares in Q1 2024, an estimated $59.4K.
AllSquare Wealth Management first reported a position in Microchip Technology in Q1 2017 and held it in 19 quarters.
AllSquare Wealth Management's Microchip Technology position peaked at $59.4K in Q4 2023.
1,206 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.