AWM
MXIM

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

Avitas 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
2018
Q4 		– Sell
-57,193
Closed -$3.23M – 190
2018
Q3 		$3.23M Buy
57,193
+2,454
+4% +$148K 0.92% 43
2018
Q2 		$3.21M Buy
+54,739
New +$3.19M 1% 30

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

Avitas Wealth Management's MXIM Position: Q4 2018 in Review

Avitas Wealth Management sold out of Maxim Integrated Products (MXIM) in Q4 2018, closing a stake of 57,193 shares — an estimated $3.23M sold.

Avitas Wealth Management first reported a position in MXIM in Q2 2018 and held it in 2 quarters. The position peaked at $3.23M in Q3 2018. 519 funds tracked by Wall St. Rank hold MXIM as of Q4 2018.

  • Avitas Wealth Management reported no remaining Maxim Integrated Products position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 57,193 Maxim Integrated Products shares in Q4 2018, an estimated $3.23M.
  • Avitas Wealth Management first reported a position in Maxim Integrated Products in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Maxim Integrated Products position peaked at $3.23M in Q3 2018.
  • 519 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.