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Bernardo Wealth Planning’s Microchip Technology MCHP Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-6,388
Closed -$441K – 116
2020
Q4 		$441K Sell
6,388
-160
-2% -$9.96K 0.17% 107
2020
Q3 		$336K Buy
6,548
+176
+3% +$9.16K 0.15% 115
2020
Q2 		$335K Sell
6,372
-218
-3% -$9.81K 0.18% 105
2020
Q1 		$223K Buy
6,590
+158
+2% +$7.43K 0.15% 120
2019
Q4 		$336K Hold
6,432
– – 0.2% 115
2019
Q3 		$298K Sell
6,432
-222
-3% -$10.1K 0.22% 116
2019
Q2 		$288K Buy
6,654
+188
+3% +$8.35K 0.23% 111
2019
Q1 		$268K Sell
6,466
-118
-2% -$4.89K 0.21% 114
2018
Q4 		$237K Buy
+6,584
New +$232K 0.21% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bernardo Wealth Planning's MCHP Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Microchip Technology (MCHP) in Q1 2021, closing a stake of 6,388 shares — an estimated $441K sold.

Bernardo Wealth Planning first reported a position in MCHP in Q4 2018 and held it in 9 quarters. The position peaked at $441K in Q4 2020. 941 funds tracked by Wall St. Rank hold MCHP as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Microchip Technology position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 6,388 Microchip Technology shares in Q1 2021, an estimated $441K.
  • Bernardo Wealth Planning first reported a position in Microchip Technology in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Microchip Technology position peaked at $441K in Q4 2020.
  • 941 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.