Sax Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Sax 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
2022 Q2	–	Sell	-3,080	Closed	-$231K	–	170
2022 Q1	$231K	Hold	3,080	–	–	0.06%	153
2021 Q4	$268K	Hold	3,080	–	–	0.06%	152
2021 Q3	$236K	Hold	3,080	–	–	0.06%	151
2021 Q2	$231K	Hold	3,080	–	–	0.08%	140
2021 Q1	$239K	Hold	3,080	–	–	0.09%	126
2020 Q4	$213K	Buy	+3,080	New	+$192K	0.1%	119

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sax Wealth Advisors's MCHP Position: Q2 2022 in Review

Sax Wealth Advisors sold out of Microchip Technology (MCHP) in Q2 2022, closing a stake of 3,080 shares — an estimated $231K sold.

Sax Wealth Advisors first reported a position in MCHP in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q4 2021. 991 funds tracked by Wall St. Rank hold MCHP as of Q2 2022.

Sax Wealth Advisors reported no remaining Microchip Technology position as of Q2 2022 after selling out during the quarter.
Sax Wealth Advisors sold 3,080 Microchip Technology shares in Q2 2022, an estimated $231K.
Sax Wealth Advisors first reported a position in Microchip Technology in Q4 2020 and held it in 6 quarters.
Sax Wealth Advisors's Microchip Technology position peaked at $268K in Q4 2021.
991 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.