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CM Wealth Advisors’s Microchip Technology MCHP Stock Holding History

CM 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
2023
Q2 		– Sell
-17,451
Closed -$1.29M – 317
2023
Q1 		$1.29M Buy
+17,451
New +$1.39M 0.25% 108

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CM Wealth Advisors's MCHP Position: Q2 2023 in Review

CM Wealth Advisors sold out of Microchip Technology (MCHP) in Q2 2023, closing a stake of 17,451 shares — an estimated $1.29M sold.

CM Wealth Advisors first reported a position in MCHP in Q1 2023 and held it in 1 quarter. The position peaked at $1.29M in Q1 2023. 1,148 funds tracked by Wall St. Rank hold MCHP as of Q2 2023.

  • CM Wealth Advisors reported no remaining Microchip Technology position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 17,451 Microchip Technology shares in Q2 2023, an estimated $1.29M.
  • CM Wealth Advisors first reported a position in Microchip Technology in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Microchip Technology position peaked at $1.29M in Q1 2023.
  • 1,148 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.