Ropes Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Ropes 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 Q3	$317K	Sell	4,060 -10	-0.2%	-$837	0.06%	206
2023 Q2	$365K	Buy	4,070 +630	+18%	+$49.7K	0.06%	206
2023 Q1	$288K	Buy	3,440 +3	+0.1%	+$239	0.05%	224
2022 Q4	$241K	Buy	3,437 +27	+0.8%	+$1.86K	0.04%	246
2022 Q3	$208K	Buy	+3,410	New	+$224K	0.04%	241
2022 Q2	–	Sell	-3,410	Closed	-$256K	–	279
2022 Q1	$256K	Sell	3,410 -479	-12%	-$36.1K	0.04%	257
2021 Q4	$339K	Buy	3,889 +57	+1%	+$4.61K	0.06%	208
2021 Q3	$294K	Hold	3,832	–	–	0.05%	230
2021 Q2	$287K	Buy	3,832 +422	+12%	+$32.1K	0.05%	228
2021 Q1	$248K	Buy	3,410 +400	+13%	+$29.8K	0.04%	223
2020 Q4	$208K	Hold	3,010	–	–	0.03%	230
2020 Q3	$155K	Hold	3,010	–	–	0.03%	222
2020 Q2	$158K	Hold	3,010	–	–	0.03%	208
2020 Q1	$102K	Hold	3,010	–	–	0.03%	225
2019 Q4	$158K	Buy	+3,010	New	+$145K	0.03%	228
2017 Q4	–	Sell	-316	Closed	-$14K	–	795
2017 Q3	$14K	Hold	316	–	–	﹤0.01%	472
2017 Q2	$12K	Buy	+316	New	+$12.4K	﹤0.01%	449

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

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

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

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

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

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

Ropes Wealth Advisors's MCHP Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Microchip Technology (MCHP) stake by 0.25% in Q3 2023, selling an estimated $837 and leaving 4,060 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #206.

Ropes Wealth Advisors first reported a position in MCHP in Q2 2017 and has held it in 17 quarters since. The position peaked at $365K in Q2 2023. 1,146 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

Ropes Wealth Advisors held 4,060 shares of Microchip Technology worth $317K as of Q3 2023.
Ropes Wealth Advisors sold 10 Microchip Technology shares in Q3 2023, an estimated $837.
Microchip Technology made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #206 holding.
Ropes Wealth Advisors first reported a position in Microchip Technology in Q2 2017 and has held it in 17 quarters since.
Ropes Wealth Advisors's Microchip Technology position peaked at $365K in Q2 2023.
1,146 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.