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Outlook Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Outlook 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
Q1 		– Sell
-9,180
Closed -$828K – 275
2023
Q4 		$828K Sell
9,180
-2,315
-20% -$188K 0.29% 69
2023
Q3 		$897K Buy
11,495
+363
+3% +$30.4K 0.34% 70
2023
Q2 		$997K Buy
11,132
+1,675
+18% +$132K 0.38% 59
2023
Q1 		$792K Buy
9,457
+96
+1% +$7.66K 0.35% 69
2022
Q4 		$658K Buy
+9,361
New +$645K 0.31% 84
2022
Q2 		– Sell
-10,223
Closed -$769K – 200
2022
Q1 		$769K Sell
10,223
-98
-0.9% -$7.38K 0.26% 98
2021
Q4 		$899K Buy
10,321
+255
+3% +$20.6K 0.26% 87
2021
Q3 		$773K Buy
10,066
+256
+3% +$19.2K 0.25% 96
2021
Q2 		$735K Buy
9,810
+726
+8% +$55.3K 0.24% 104
2021
Q1 		$705K Buy
9,084
+1,250
+16% +$93.2K 0.25% 95
2020
Q4 		$541K Buy
7,834
+456
+6% +$28.4K 0.2% 120
2020
Q3 		$379K Buy
+7,378
New +$384K 0.15% 132

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Outlook Wealth Advisors's MCHP Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of Microchip Technology (MCHP) in Q1 2024, closing a stake of 9,180 shares — an estimated $828K sold.

Outlook Wealth Advisors first reported a position in MCHP in Q3 2020 and held it in 12 quarters. The position peaked at $997K in Q2 2023. 1,206 funds tracked by Wall St. Rank hold MCHP as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining Microchip Technology position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,180 Microchip Technology shares in Q1 2024, an estimated $828K.
  • Outlook Wealth Advisors first reported a position in Microchip Technology in Q3 2020 and held it in 12 quarters.
  • Outlook Wealth Advisors's Microchip Technology position peaked at $997K in Q2 2023.
  • 1,206 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.