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Beacon Pointe Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Beacon Pointe 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
2019
Q4 		$808K Sell
15,434
-600
-4% -$29K 0.15% 116
2019
Q3 		$745K Sell
16,034
-520
-3% -$23.6K 0.16% 119
2019
Q2 		$717K Sell
16,554
-80
-0.5% -$3.55K 0.15% 127
2019
Q1 		$690K Hold
16,634
– – 0.16% 124
2018
Q4 		$598K Buy
+16,634
New +$587K 0.22% 116

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MCHP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Microchip Technology (MCHP) stake by 3.7% in Q4 2019, selling an estimated $29K and leaving 15,434 shares worth $808K. The position accounts for 0.15% of the portfolio, ranked #116.

Beacon Pointe Wealth Advisors first reported a position in MCHP in Q4 2018 and has held it in 5 quarters since. 830 funds tracked by Wall St. Rank hold MCHP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 15,434 shares of Microchip Technology worth $808K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 600 Microchip Technology shares in Q4 2019, an estimated $29K.
  • Microchip Technology made up 0.15% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #116 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Microchip Technology in Q4 2018 and has held it in 5 quarters since.
  • 830 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.