AF
MXIM

Allworth Financial’s Maxim Integrated Products MXIM Stock Holding History

Allworth Financial’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
-2,131
Closed -$225K – 2024
2021
Q2 		$225K Hold
2,131
– – ﹤0.01% 360
2021
Q1 		$195K Hold
2,131
– – ﹤0.01% 355
2020
Q4 		$189K Hold
2,131
– – 0.01% 282
2020
Q3 		$144K Sell
2,131
-88
-4% -$5.96K ﹤0.01% 280
2020
Q2 		$134K Buy
2,219
+17
+0.8% +$946 ﹤0.01% 280
2020
Q1 		$107K Sell
2,202
-30
-1% -$1.72K ﹤0.01% 304
2019
Q4 		$137K Buy
2,232
+168
+8% +$9.78K ﹤0.01% 230
2019
Q3 		$120K Buy
2,064
+30
+1% +$1.74K ﹤0.01% 218
2019
Q2 		$122K Hold
2,034
– – ﹤0.01% 214
2019
Q1 		$108K Buy
+2,034
New +$109K ﹤0.01% 226
2018
Q4 		– Sell
-177
Closed -$10K – 962
2018
Q3 		$10K Hold
177
– – ﹤0.01% 569
2018
Q2 		$10K Hold
177
– – ﹤0.01% 535
2018
Q1 		$11K Hold
177
– – ﹤0.01% 479
2017
Q4 		$9K Hold
177
– – ﹤0.01% 499
2017
Q3 		$8K Hold
177
– – ﹤0.01% 511
2017
Q2 		$8K Buy
+177
New +$8.13K ﹤0.01% 512

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Allworth Financial's MXIM Position: Q3 2021 in Review

Allworth Financial sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 2,131 shares — an estimated $225K sold.

Allworth Financial first reported a position in MXIM in Q2 2017 and held it in 16 quarters. The position peaked at $225K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Allworth Financial reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Allworth Financial sold 2,131 Maxim Integrated Products shares in Q3 2021, an estimated $225K.
  • Allworth Financial first reported a position in Maxim Integrated Products in Q2 2017 and held it in 16 quarters.
  • Allworth Financial's Maxim Integrated Products position peaked at $225K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Allworth Financial's 13F filing for Q3 2021, filed 2 Nov 2021.