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Castle Wealth Management’s Microchip Technology MCHP Stock Holding History

Castle 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
2022
Q4 		– Sell
-154
Closed -$9K – 402
2022
Q3 		$9K Hold
154
– – 0.01% 434
2022
Q2 		$9K Buy
+154
New +$10.2K 0.01% 422

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Castle Wealth Management's MCHP Position: Q4 2022 in Review

Castle Wealth Management sold out of Microchip Technology (MCHP) in Q4 2022, closing a stake of 154 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in MCHP in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 1,090 funds tracked by Wall St. Rank hold MCHP as of Q4 2022.

  • Castle Wealth Management reported no remaining Microchip Technology position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 154 Microchip Technology shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Microchip Technology in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Microchip Technology position peaked at $9K in Q3 2022.
  • 1,090 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.