BCWM
MXIM

Bartlett & Co Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-135
Closed -$8.13K – 783
2018
Q1 		$8.13K Buy
+135
New +$8K ﹤0.01% 629

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bartlett & Co Wealth Management's MXIM Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of Maxim Integrated Products (MXIM) in Q2 2018, closing a stake of 135 shares — an estimated $8.13K sold.

Bartlett & Co Wealth Management first reported a position in MXIM in Q1 2018 and held it in 1 quarter. The position peaked at $8.13K in Q1 2018. 496 funds tracked by Wall St. Rank hold MXIM as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining Maxim Integrated Products position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 135 Maxim Integrated Products shares in Q2 2018, an estimated $8.13K.
  • Bartlett & Co Wealth Management first reported a position in Maxim Integrated Products in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Maxim Integrated Products position peaked at $8.13K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.