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Arete Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-3,138
Closed -$287K – 774
2024
Q2 		$287K Buy
+3,138
New +$287K 0.02% 543
2024
Q1 		– Sell
-3,073
Closed -$277K – 581
2023
Q4 		$277K Buy
3,073
+422
+16% +$34.4K 0.02% 578
2023
Q3 		$207K Buy
2,651
+52
+2% +$4.35K 0.04% 431
2023
Q2 		$233K Buy
2,599
+113
+5% +$8.91K 0.02% 559
2023
Q1 		$208K Buy
+2,486
New +$198K 0.02% 572

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arete Wealth Advisors's MCHP Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 3,138 shares — an estimated $287K sold.

Arete Wealth Advisors first reported a position in MCHP in Q1 2023 and held it in 5 quarters. The position peaked at $287K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,138 Microchip Technology shares in Q3 2024, an estimated $287K.
  • Arete Wealth Advisors first reported a position in Microchip Technology in Q1 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Microchip Technology position peaked at $287K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.