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MXIM

Avantax Planning Partners’s Maxim Integrated Products MXIM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-651
Closed -$37K – 1339
2018
Q3 		$37K Buy
+651
New +$39.3K ﹤0.01% 556
2018
Q2 		– Sell
-950
Closed -$57K – 1672
2018
Q1 		$57K Buy
+950
New +$56.3K ﹤0.01% 510

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Avantax Planning Partners's MXIM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Maxim Integrated Products (MXIM) in Q4 2018, closing a stake of 651 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in MXIM in Q1 2018 and held it in 2 quarters. The position peaked at $57K in Q1 2018. 519 funds tracked by Wall St. Rank hold MXIM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Maxim Integrated Products position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 651 Maxim Integrated Products shares in Q4 2018, an estimated $37K.
  • Avantax Planning Partners first reported a position in Maxim Integrated Products in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Maxim Integrated Products position peaked at $57K in Q1 2018.
  • 519 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.