WealthSource Partners’s Microchip Technology MCHP Stock Holding History

WealthSource Partners’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
2021 Q2	–	Sell	-3,710	Closed	-$288K	–	484
2021 Q1	$288K	Buy	+3,710	New	+$277K	0.03%	341
2018 Q1	–	Sell	-16,498	Closed	-$725K	–	313
2017 Q4	$725K	Buy	16,498 +264	+2%	+$11.9K	0.22%	102
2017 Q3	$729K	Sell	16,234 -962	-6%	-$40.3K	0.24%	99
2017 Q2	$664K	Sell	17,196 -4,626	-21%	-$182K	0.23%	103
2017 Q1	$805K	Buy	21,822 +2,802	+15%	+$98.8K	0.3%	88
2016 Q4	$610K	Sell	19,020 -590	-3%	-$18.6K	0.26%	86
2016 Q3	$609K	Sell	19,610 -60	-0.3%	-$1.75K	0.22%	102
2016 Q2	$499K	Sell	19,670 -150	-0.8%	-$3.73K	0.19%	115
2016 Q1	$478K	Buy	+19,820	New	+$441K	0.2%	107

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WealthSource Partners's MCHP Position: Q2 2021 in Review

WealthSource Partners sold out of Microchip Technology (MCHP) in Q2 2021, closing a stake of 3,710 shares — an estimated $288K sold.

WealthSource Partners first reported a position in MCHP in Q1 2016 and held it in 9 quarters. The position peaked at $805K in Q1 2017. 967 funds tracked by Wall St. Rank hold MCHP as of Q2 2021.

WealthSource Partners reported no remaining Microchip Technology position as of Q2 2021 after selling out during the quarter.
WealthSource Partners sold 3,710 Microchip Technology shares in Q2 2021, an estimated $288K.
WealthSource Partners first reported a position in Microchip Technology in Q1 2016 and held it in 9 quarters.
WealthSource Partners's Microchip Technology position peaked at $805K in Q1 2017.
967 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.