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Wealthspire Advisors (Maryland)’s Microchip Technology MCHP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$201K Buy
+3,920
New +$204K 0.01% 455
2020
Q1 		– Sell
-4,024
Closed -$211K – 477
2019
Q4 		$211K Buy
+4,024
New +$194K 0.01% 462
2019
Q2 		– Sell
-3,720
Closed -$154K – 1359
2019
Q1 		$154K Sell
3,720
-34
-0.9% -$1.41K 0.01% 504
2018
Q4 		$135K Buy
3,754
+788
+27% +$27.8K 0.01% 513
2018
Q3 		$117K Buy
2,966
+112
+4% +$4.95K 0.01% 622
2018
Q2 		$130K Buy
2,854
+252
+10% +$11.7K 0.01% 599
2018
Q1 		$119K Buy
2,602
+500
+24% +$23K 0.01% 647
2017
Q4 		$92K Buy
2,102
+846
+67% +$38.3K 0.01% 743
2017
Q3 		$56K Buy
1,256
+76
+6% +$3.19K 0.01% 928
2017
Q2 		$46K Buy
1,180
+278
+31% +$10.9K 0.01% 981
2017
Q1 		$33K Buy
902
+92
+11% +$3.24K ﹤0.01% 925
2016
Q4 		$26K Sell
810
-234
-22% -$7.36K ﹤0.01% 946
2016
Q3 		$32K Buy
1,044
+344
+49% +$10K 0.01% 911
2016
Q2 		$18K Buy
700
+78
+13% +$1.94K ﹤0.01% 1031
2016
Q1 		$15K Sell
622
-1,072
-63% -$23.9K ﹤0.01% 1070
2015
Q4 		$39K Buy
+1,694
New +$39.7K 0.01% 783

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCHP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Microchip Technology (MCHP) in Q3 2020: 3,920 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in MCHP as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in MCHP in Q4 2015 and has held it in 16 quarters since. The position peaked at $211K in Q4 2019. 813 funds tracked by Wall St. Rank hold MCHP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,920 shares of Microchip Technology worth $201K as of Q3 2020.
  • Microchip Technology was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Microchip Technology made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #455 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Microchip Technology in Q4 2015 and has held it in 16 quarters since.
  • Wealthspire Advisors (Maryland)'s Microchip Technology position peaked at $211K in Q4 2019.
  • 813 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.