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Octavia Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Octavia 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
Q4 		– Sell
-2,500
Closed -$201K – 229
2024
Q3 		$201K Buy
+2,500
New +$206K 0.02% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Octavia Wealth Advisors's MCHP Position: Q4 2024 in Review

Octavia Wealth Advisors sold out of Microchip Technology (MCHP) in Q4 2024, closing a stake of 2,500 shares — an estimated $201K sold.

Octavia Wealth Advisors first reported a position in MCHP in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

  • Octavia Wealth Advisors reported no remaining Microchip Technology position as of Q4 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,500 Microchip Technology shares in Q4 2024, an estimated $201K.
  • Octavia Wealth Advisors first reported a position in Microchip Technology in Q3 2024 and held it in 1 quarter.
  • Octavia Wealth Advisors's Microchip Technology position peaked at $201K in Q3 2024.
  • 1,127 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on Octavia Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.