WR Wealth Planners’s Microchip Technology MCHP Stock Holding History

WR Wealth Planners’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 Q4	$2.64K	Sell	46 -83	-64%	-$5.71K	﹤0.01%	810
2024 Q3	$10.4K	Buy	129 +16	+14%	+$1.32K	﹤0.01%	622
2024 Q2	$10.3K	Buy	113 +4	+4%	+$366	﹤0.01%	587
2024 Q1	$9.78K	Buy	+109	New	+$9.39K	﹤0.01%	605
2023 Q4	–	Sell	-90	Closed	-$7.03K	–	580
2023 Q3	$7.03K	Hold	90	–	–	﹤0.01%	628
2023 Q2	$8.06K	Hold	90	–	–	﹤0.01%	613
2023 Q1	$7.54K	Hold	90	–	–	﹤0.01%	617
2022 Q4	$6.32K	Hold	90	–	–	﹤0.01%	312
2022 Q3	$5.49K	Hold	90	–	–	﹤0.01%	307
2022 Q2	$5.23K	Hold	90	–	–	﹤0.01%	337
2022 Q1	$6.76K	Buy	+90	New	+$6.78K	﹤0.01%	335

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WR Wealth Planners's MCHP Position: Q4 2024 in Review

WR Wealth Planners reduced its Microchip Technology (MCHP) stake by 64% in Q4 2024, selling an estimated $5.71K and leaving 46 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

WR Wealth Planners first reported a position in MCHP in Q1 2022 and has held it in 11 quarters since. The position peaked at $10.4K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold MCHP as of Q4 2024.

WR Wealth Planners held 46 shares of Microchip Technology worth $2.64K as of Q4 2024.
WR Wealth Planners sold 83 Microchip Technology shares in Q4 2024, an estimated $5.71K.
Microchip Technology made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #810 holding.
WR Wealth Planners first reported a position in Microchip Technology in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Microchip Technology position peaked at $10.4K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.