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One Wealth Management Investment & Advisory Services’s Microchip Technology MCHP Stock Holding History

One Wealth Management Investment & Advisory Services’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
-2,566
Closed -$235K – 100
2024
Q2 		$235K Sell
2,566
-297
-10% -$27.2K 0.09% 106
2024
Q1 		$257K Buy
2,863
+346
+14% +$29.8K 0.11% 106
2023
Q4 		$227K Buy
+2,517
New +$205K 0.1% 110

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

One Wealth Management Investment & Advisory Services's MCHP Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 2,566 shares — an estimated $235K sold.

One Wealth Management Investment & Advisory Services first reported a position in MCHP in Q4 2023 and held it in 3 quarters. The position peaked at $257K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,566 Microchip Technology shares in Q3 2024, an estimated $235K.
  • One Wealth Management Investment & Advisory Services first reported a position in Microchip Technology in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Microchip Technology position peaked at $257K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.