WealthPlan Investment Management’s Microchip Technology MCHP Stock Holding History

WealthPlan Investment Management’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	-43,419	Closed	-$3.97M	–	255
2024 Q2	$3.97M	Sell	43,419 -5,360	-11%	-$491K	0.6%	61
2024 Q1	$4.38M	Buy	48,779 +1,885	+4%	+$162K	0.67%	60
2023 Q4	$4.23M	Buy	46,894 +3,000	+7%	+$244K	0.68%	59
2023 Q3	$3.43M	Buy	43,894 +25,355	+137%	+$2.12M	0.61%	58
2023 Q2	$1.66M	Sell	18,539 -17,966	-49%	-$1.42M	0.5%	67
2023 Q1	$3.06M	Sell	36,505 -29,514	-45%	-$2.35M	0.53%	60
2022 Q4	$5.57M	Buy	+66,019	New	+$4.55M	0.39%	65

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WealthPlan Investment Management's MCHP Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Microchip Technology (MCHP) in Q3 2024, closing a stake of 43,419 shares — an estimated $3.97M sold.

WealthPlan Investment Management first reported a position in MCHP in Q4 2022 and held it in 7 quarters. The position peaked at $5.57M in Q4 2022. 1,185 funds tracked by Wall St. Rank hold MCHP as of Q3 2024.

WealthPlan Investment Management reported no remaining Microchip Technology position as of Q3 2024 after selling out during the quarter.
WealthPlan Investment Management sold 43,419 Microchip Technology shares in Q3 2024, an estimated $3.97M.
WealthPlan Investment Management first reported a position in Microchip Technology in Q4 2022 and held it in 7 quarters.
WealthPlan Investment Management's Microchip Technology position peaked at $5.57M in Q4 2022.
1,185 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.