ADL
MXIM

Asset Dedication LLC’s Maxim Integrated Products MXIM Stock Holding History

Asset Dedication LLC’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
-51
Closed -$5K – 1036
2021
Q2 		$5K Hold
51
– – ﹤0.01% 721
2021
Q1 		$5K Hold
51
– – ﹤0.01% 565
2020
Q4 		$5K Buy
+51
New +$4.02K ﹤0.01% 639
2016
Q2 		– Sell
-37
Closed -$1K – 480
2016
Q1 		$1K Hold
37
– – ﹤0.01% 417
2015
Q4 		$1K Buy
+37
New +$1.42K ﹤0.01% 639

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

Asset Dedication LLC's MXIM Position: Q3 2021 in Review

Asset Dedication LLC sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 51 shares — an estimated $5K sold.

Asset Dedication LLC first reported a position in MXIM in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Asset Dedication LLC reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 51 Maxim Integrated Products shares in Q3 2021, an estimated $5K.
  • Asset Dedication LLC first reported a position in Maxim Integrated Products in Q4 2015 and held it in 5 quarters.
  • Asset Dedication LLC's Maxim Integrated Products position peaked at $5K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Asset Dedication LLC's 13F filing for Q3 2021, filed 18 Oct 2021.