LWS Wealth Advisors’s Microchip Technology MCHP Stock Holding History

LWS 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 Q4	$710K	Buy	+7,875	New	+$641K	0.27%	39

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

LWS Wealth Advisors's MCHP Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in Microchip Technology (MCHP) in Q4 2023: 7,875 shares worth $710K. The stake represents 0.27% of the portfolio and ranks #39 among its holdings.

1,224 funds tracked by Wall St. Rank hold MCHP as of Q4 2023.

LWS Wealth Advisors held 7,875 shares of Microchip Technology worth $710K as of Q4 2023.
Microchip Technology was a new LWS Wealth Advisors position in Q4 2023.
Microchip Technology made up 0.27% of LWS Wealth Advisors's portfolio in Q4 2023, its #39 holding.
1,224 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.