BWM
MXIM

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

BerganKDV 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
-79
Closed -$8K – 1118
2021
Q2 		$8K Hold
79
– – ﹤0.01% 653
2021
Q1 		$7K Hold
79
– – ﹤0.01% 633
2020
Q4 		$7K Hold
79
– – ﹤0.01% 625
2020
Q3 		$5K Hold
79
– – ﹤0.01% 591
2020
Q2 		$5K Hold
79
– – ﹤0.01% 641
2020
Q1 		$4K Hold
79
– – ﹤0.01% 642
2019
Q4 		$5K Hold
79
– – ﹤0.01% 638
2019
Q3 		$5K Hold
79
– – ﹤0.01% 572
2019
Q2 		$5K Hold
79
– – ﹤0.01% 593
2019
Q1 		$4K Hold
79
– – ﹤0.01% 625
2018
Q4 		$4K Hold
79
– – ﹤0.01% 577
2018
Q3 		$4K Hold
79
– – ﹤0.01% 556
2018
Q2 		$5K Buy
+79
New +$4.6K ﹤0.01% 563

Other funds holding MXIM

Coldstream Capital Management
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
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 79 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in MXIM in Q2 2018 and held it in 13 quarters. The position peaked at $8K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 79 Maxim Integrated Products shares in Q3 2021, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Maxim Integrated Products in Q2 2018 and held it in 13 quarters.
  • BerganKDV Wealth Management's Maxim Integrated Products position peaked at $8K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.