AWM
MXIM

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

Avior 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
2019
Q1 		– Sell
-2,527
Closed -$128K – 747
2018
Q4 		$128K Buy
2,527
+178
+8% +$9.29K 0.03% 399
2018
Q3 		$132K Hold
2,349
– – 0.03% 418
2018
Q2 		$138K Sell
2,349
-510
-18% -$29.7K 0.03% 411
2018
Q1 		$172K Sell
2,859
-275
-9% -$16.3K 0.04% 351
2017
Q4 		$164K Buy
3,134
+3,047
+3,502% +$158K 0.04% 380
2017
Q3 		$4K Buy
+87
New +$3.99K ﹤0.01% 411
2017
Q1 		– Sell
-124
Closed -$5K – 540
2016
Q4 		$5K Buy
+124
New +$4.86K ﹤0.01% 396

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Avior Wealth Management's MXIM Position: Q1 2019 in Review

Avior Wealth Management sold out of Maxim Integrated Products (MXIM) in Q1 2019, closing a stake of 2,527 shares — an estimated $128K sold.

Avior Wealth Management first reported a position in MXIM in Q4 2016 and held it in 7 quarters. The position peaked at $172K in Q1 2018. 547 funds tracked by Wall St. Rank hold MXIM as of Q1 2019.

  • Avior Wealth Management reported no remaining Maxim Integrated Products position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 2,527 Maxim Integrated Products shares in Q1 2019, an estimated $128K.
  • Avior Wealth Management first reported a position in Maxim Integrated Products in Q4 2016 and held it in 7 quarters.
  • Avior Wealth Management's Maxim Integrated Products position peaked at $172K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.