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Beta Wealth Group’s Microchip Technology MCHP Stock Holding History

Beta Wealth Group’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
Q4 		– Sell
-7,115
Closed -$571K – 112
2024
Q3 		$571K Buy
7,115
+804
+13% +$66.4K 0.26% 65
2024
Q2 		$577K Buy
6,311
+203
+3% +$18.6K 0.27% 59
2024
Q1 		$548K Buy
6,108
+302
+5% +$26K 0.27% 60
2023
Q4 		$524K Sell
5,806
-797
-12% -$64.9K 0.27% 59
2023
Q3 		$515K Buy
6,603
+203
+3% +$17K 0.3% 60
2023
Q2 		$573K Buy
6,400
+1,100
+21% +$86.8K 0.33% 54
2023
Q1 		$444K Buy
5,300
+600
+13% +$47.8K 0.25% 63
2022
Q4 		$330K Buy
4,700
+300
+7% +$20.7K 0.22% 75
2022
Q3 		$269K Buy
4,400
+200
+5% +$13.1K 0.19% 75
2022
Q2 		$244K Buy
4,200
+300
+8% +$19.9K 0.16% 74
2022
Q1 		$293K Buy
+3,900
New +$294K 0.2% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beta Wealth Group's MCHP Position: Q4 2024 in Review

Beta Wealth Group sold out of Microchip Technology (MCHP) in Q4 2024, closing a stake of 7,115 shares — an estimated $571K sold.

Beta Wealth Group first reported a position in MCHP in Q1 2022 and held it in 11 quarters. The position peaked at $577K in Q2 2024. 1,128 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

  • Beta Wealth Group reported no remaining Microchip Technology position as of Q4 2024 after selling out during the quarter.
  • Beta Wealth Group sold 7,115 Microchip Technology shares in Q4 2024, an estimated $571K.
  • Beta Wealth Group first reported a position in Microchip Technology in Q1 2022 and held it in 11 quarters.
  • Beta Wealth Group's Microchip Technology position peaked at $577K in Q2 2024.
  • 1,128 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Beta Wealth Group's 13F filing for Q4 2024, filed 31 Jan 2025.