Avion Wealth’s Maxim Integrated Products MXIM Stock Holding History

Avion Wealth’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	-113	Closed	-$12K	–	427
2021 Q2	$12K	Hold	113	–	–	﹤0.01%	212
2021 Q1	$10K	Hold	113	–	–	﹤0.01%	220
2020 Q4	$10K	Hold	113	–	–	﹤0.01%	230
2020 Q3	$8K	Hold	113	–	–	﹤0.01%	209
2020 Q2	$7K	Hold	113	–	–	﹤0.01%	191
2020 Q1	$5K	Buy	+113	New	+$6.48K	﹤0.01%	220

Other funds holding MXIM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Avion Wealth's MXIM Position: Q3 2021 in Review

Avion Wealth sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 113 shares — an estimated $12K sold.

Avion Wealth first reported a position in MXIM in Q1 2020 and held it in 6 quarters. The position peaked at $12K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Avion Wealth reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Avion Wealth sold 113 Maxim Integrated Products shares in Q3 2021, an estimated $12K.
Avion Wealth first reported a position in Maxim Integrated Products in Q1 2020 and held it in 6 quarters.
Avion Wealth's Maxim Integrated Products position peaked at $12K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

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