Independent Solutions Wealth Management’s Microchip Technology MCHP Stock Holding History

Independent Solutions 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
2023 Q4	–	Sell	-2,771	Closed	-$216K	–	190
2023 Q3	$216K	Sell	2,771 -270	-9%	-$22.6K	0.06%	185
2023 Q2	$272K	Buy	3,041 +316	+12%	+$24.9K	0.07%	181
2023 Q1	$228K	Buy	+2,725	New	+$217K	0.07%	193
2022 Q2	–	Sell	-3,771	Closed	-$283K	–	238
2022 Q1	$283K	Buy	3,771 +271	+8%	+$20.4K	0.07%	181
2021 Q4	$305K	Buy	3,500 +198	+6%	+$16K	0.07%	178
2021 Q3	$253K	Sell	3,302 -84	-2%	-$6.3K	0.06%	195
2021 Q2	$254K	Buy	+3,386	New	+$258K	0.06%	188

Other funds holding MCHP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Solutions Wealth Management's MCHP Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Microchip Technology (MCHP) in Q4 2023, closing a stake of 2,771 shares — an estimated $216K sold.

Independent Solutions Wealth Management first reported a position in MCHP in Q2 2021 and held it in 7 quarters. The position peaked at $305K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Microchip Technology position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 2,771 Microchip Technology shares in Q4 2023, an estimated $216K.
Independent Solutions Wealth Management first reported a position in Microchip Technology in Q2 2021 and held it in 7 quarters.
Independent Solutions Wealth Management's Microchip Technology position peaked at $305K in Q4 2021.
1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.