BWM
MXIM

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

Baystate 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
2021
Q3 		– Sell
-37
Closed -$4K – 911
2021
Q2 		$4K Buy
37
+27
+270% +$2.64K ﹤0.01% 594
2021
Q1 		$1K Hold
10
– – ﹤0.01% 720
2020
Q4 		$1K Sell
10
-1
-9% -$79 ﹤0.01% 665
2020
Q3 		$1K Buy
11
+1
+10% +$68 ﹤0.01% 626
2020
Q2 		$1K Sell
10
-1
-9% -$56 ﹤0.01% 640
2020
Q1 		$1K Hold
11
– – ﹤0.01% 587
2019
Q4 		$1K Buy
11
+1
+10% +$58 ﹤0.01% 611
2019
Q3 		$1K Sell
10
-242
-96% -$14K ﹤0.01% 564
2019
Q2 		$15K Buy
252
+2
+0.8% +$114 ﹤0.01% 332
2019
Q1 		$15K Buy
250
+2
+0.8% +$108 ﹤0.01% 340
2018
Q4 		$13K Buy
248
+2
+0.8% +$104 ﹤0.01% 353
2018
Q3 		$13K Buy
246
+1
+0.4% +$60 ﹤0.01% 345
2018
Q2 		$15K Buy
245
+2
+0.8% +$116 ﹤0.01% 329
2018
Q1 		$13K Buy
243
+233
+2,330% +$13.8K ﹤0.01% 333
2017
Q4 		$1K Sell
10
-100
-91% -$5.2K ﹤0.01% 640
2017
Q3 		$5K Buy
110
+100
+1,000% +$4.58K ﹤0.01% 421
2017
Q2 		$1K Hold
10
– – ﹤0.01% 652
2017
Q1 		$1K Buy
+10
New +$438 ﹤0.01% 616

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Baystate Wealth Management's MXIM Position: Q3 2021 in Review

Baystate Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 37 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in MXIM in Q1 2017 and held it in 18 quarters. The position peaked at $15K in Q2 2019. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Baystate Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 37 Maxim Integrated Products shares in Q3 2021, an estimated $4K.
  • Baystate Wealth Management first reported a position in Maxim Integrated Products in Q1 2017 and held it in 18 quarters.
  • Baystate Wealth Management's Maxim Integrated Products position peaked at $15K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Baystate Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.