AWM
MXIM

AE Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

AE Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,655
Closed -$596K – 1744
2021
Q2 		$596K Buy
5,655
+148
+3% +$14.5K 0.01% 1082
2021
Q1 		$503K Sell
5,507
-2,328
-30% -$213K 0.01% 1028
2020
Q4 		$695K Sell
7,835
-4,318
-36% -$341K 0.01% 847
2020
Q3 		$822K Sell
12,153
-7,272
-37% -$492K 0.01% 695
2020
Q2 		$1.18M Sell
19,425
-8,425
-30% -$469K 0.02% 568
2020
Q1 		$1.35M Buy
27,850
+18,504
+198% +$1.06M 0.03% 411
2019
Q4 		$575K Buy
9,346
+3,440
+58% +$200K 0.01% 695
2019
Q3 		$342K Sell
5,906
-238
-4% -$13.8K 0.01% 732
2019
Q2 		$368K Buy
+6,144
New +$350K 0.01% 681
2018
Q2 		– Sell
-3,484
Closed -$210K – 511
2018
Q1 		$210K Buy
+3,484
New +$206K 0.02% 401

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AE Wealth Management's MXIM Position: Q3 2021 in Review

AE Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 5,655 shares — an estimated $596K sold.

AE Wealth Management first reported a position in MXIM in Q1 2018 and held it in 10 quarters. The position peaked at $1.35M in Q1 2020. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • AE Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 5,655 Maxim Integrated Products shares in Q3 2021, an estimated $596K.
  • AE Wealth Management first reported a position in Maxim Integrated Products in Q1 2018 and held it in 10 quarters.
  • AE Wealth Management's Maxim Integrated Products position peaked at $1.35M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.