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Heritage Oak Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Heritage Oak 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
2024
Q3 		– Sell
-7,802
Closed -$714K – 184
2024
Q2 		$714K Buy
+7,802
New +$714K 0.36% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Oak Wealth Advisors's MCHP Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 7,802 shares — an estimated $714K sold.

Heritage Oak Wealth Advisors first reported a position in MCHP in Q2 2024 and held it in 1 quarter. The position peaked at $714K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 7,802 Microchip Technology shares in Q3 2024, an estimated $714K.
  • Heritage Oak Wealth Advisors first reported a position in Microchip Technology in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Microchip Technology position peaked at $714K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.