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TrinityPoint Wealth’s Micron Technology MU Stock Holding History

TrinityPoint Wealth’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5.23M Buy
62,092
+4,106
+7% +$418K 0.73% 30
2024
Q3 		$6.01M Buy
57,986
+1,959
+3% +$205K 0.86% 23
2024
Q2 		$7.37M Sell
56,027
-260
-0.5% -$32.8K 1.15% 16
2024
Q1 		$6.64M Buy
56,287
+21,747
+63% +$1.97M 1.1% 18
2023
Q4 		$2.95M Buy
34,540
+8,736
+34% +$649K 0.53% 48
2023
Q3 		$1.76M Sell
25,804
-58
-0.2% -$3.88K 0.35% 79
2023
Q2 		$1.63M Sell
25,862
-369
-1% -$23.7K 0.32% 87
2023
Q1 		$1.58M Sell
26,231
-7
-0% -$410 0.34% 82
2022
Q4 		$1.31M Sell
26,238
-1,589
-6% -$87K 0.3% 92
2022
Q3 		$1.39M Sell
27,827
-18,739
-40% -$1.09M 0.32% 82
2022
Q2 		$2.57M Sell
46,566
-7,407
-14% -$503K 0.57% 47
2022
Q1 		$4.2M Buy
53,973
+2,762
+5% +$235K 0.76% 34
2021
Q4 		$4.77M Sell
51,211
-7,069
-12% -$552K 0.85% 28
2021
Q3 		$4.14M Buy
58,280
+14,006
+32% +$1.05M 0.79% 31
2021
Q2 		$3.76M Buy
44,274
+300
+0.7% +$25.3K 0.77% 32
2021
Q1 		$3.88M Buy
43,974
+35,470
+417% +$3.01M 0.9% 26
2020
Q4 		$676K Sell
8,504
-10,923
-56% -$659K 0.16% 120
2020
Q3 		$912K Buy
19,427
+11,350
+141% +$549K 0.25% 97
2020
Q2 		$416K Buy
8,077
+37
+0.5% +$1.75K 0.13% 142
2020
Q1 		$338K Buy
+8,040
New +$418K 0.13% 148

Other funds holding MU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's MU Position: Q4 2024 in Review

TrinityPoint Wealth increased its Micron Technology (MU) stake by 7.1% in Q4 2024, buying an estimated $418K and bringing the position to 62,092 shares worth $5.23M. The position accounts for 0.73% of the portfolio, ranked #30.

TrinityPoint Wealth first reported a position in MU in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.37M in Q2 2024. 1,705 funds tracked by Wall St. Rank hold MU as of Q4 2024.

  • TrinityPoint Wealth held 62,092 shares of Micron Technology worth $5.23M as of Q4 2024.
  • TrinityPoint Wealth bought 4,106 Micron Technology shares in Q4 2024, an estimated $418K.
  • Micron Technology made up 0.73% of TrinityPoint Wealth's portfolio in Q4 2024, its #30 holding.
  • TrinityPoint Wealth first reported a position in Micron Technology in Q1 2020 and has held it in 20 quarters since.
  • TrinityPoint Wealth's Micron Technology position peaked at $7.37M in Q2 2024.
  • 1,705 funds tracked by Wall St. Rank held Micron Technology as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.