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BKM Wealth Management’s Microchip Technology MCHP Stock Holding History

BKM 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
2024
Q1 		– Sell
-301
Closed -$27.1K – 402
2023
Q4 		$27.1K Buy
+301
New +$24.5K 0.01% 339

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BKM Wealth Management's MCHP Position: Q1 2024 in Review

BKM Wealth Management sold out of Microchip Technology (MCHP) in Q1 2024, closing a stake of 301 shares — an estimated $27.1K sold.

BKM Wealth Management first reported a position in MCHP in Q4 2023 and held it in 1 quarter. The position peaked at $27.1K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold MCHP as of Q1 2024.

  • BKM Wealth Management reported no remaining Microchip Technology position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 301 Microchip Technology shares in Q1 2024, an estimated $27.1K.
  • BKM Wealth Management first reported a position in Microchip Technology in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Microchip Technology position peaked at $27.1K in Q4 2023.
  • 1,206 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.