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Alterna Wealth Management’s Microchip Technology MCHP Stock Holding History

Alterna 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
2023
Q3 		– Sell
-2,854
Closed -$256K – 96
2023
Q2 		$256K Buy
2,854
+136
+5% +$10.7K 0.3% 71
2023
Q1 		$228K Sell
2,718
-593
-18% -$47.3K 0.29% 73
2022
Q4 		$233K Buy
3,311
+16
+0.5% +$1.1K 0.26% 75
2022
Q3 		$201K Buy
+3,295
New +$216K 0.24% 75
2022
Q2 		– Sell
-3,570
Closed -$268K – 116
2022
Q1 		$268K Buy
3,570
+1,175
+49% +$88.5K 0.23% 72
2021
Q4 		$209K Buy
+2,395
New +$194K 0.17% 101

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's MCHP Position: Q3 2023 in Review

Alterna Wealth Management sold out of Microchip Technology (MCHP) in Q3 2023, closing a stake of 2,854 shares — an estimated $256K sold.

Alterna Wealth Management first reported a position in MCHP in Q4 2021 and held it in 6 quarters. The position peaked at $268K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

  • Alterna Wealth Management reported no remaining Microchip Technology position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,854 Microchip Technology shares in Q3 2023, an estimated $256K.
  • Alterna Wealth Management first reported a position in Microchip Technology in Q4 2021 and held it in 6 quarters.
  • Alterna Wealth Management's Microchip Technology position peaked at $268K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.