Bernardo Wealth Planning’s Maxim Integrated Products MXIM Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-3,253	Closed	-$288K	–	175
2020 Q4	$288K	Sell	3,253 -36	-1%	-$2.84K	0.11%	137
2020 Q3	$222K	Sell	3,289 -158	-5%	-$10.7K	0.1%	142
2020 Q2	$208K	Buy	+3,447	New	+$192K	0.11%	132
2020 Q1	–	Sell	-3,802	Closed	-$233K	–	172
2019 Q4	$233K	Hold	3,802	–	–	0.14%	146
2019 Q3	$220K	Sell	3,802 -162	-4%	-$9.39K	0.16%	137
2019 Q2	$237K	Sell	3,964 -126	-3%	-$7.18K	0.19%	123
2019 Q1	$217K	Sell	4,090 -23	-0.6%	-$1.24K	0.17%	130
2018 Q4	$209K	Buy	+4,113	New	+$215K	0.18%	120

Other funds holding MXIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bernardo Wealth Planning's MXIM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Maxim Integrated Products (MXIM) in Q1 2021, closing a stake of 3,253 shares — an estimated $288K sold.

Bernardo Wealth Planning first reported a position in MXIM in Q4 2018 and held it in 8 quarters. The position peaked at $288K in Q4 2020. 621 funds tracked by Wall St. Rank hold MXIM as of Q1 2021.

Bernardo Wealth Planning reported no remaining Maxim Integrated Products position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 3,253 Maxim Integrated Products shares in Q1 2021, an estimated $288K.
Bernardo Wealth Planning first reported a position in Maxim Integrated Products in Q4 2018 and held it in 8 quarters.
Bernardo Wealth Planning's Maxim Integrated Products position peaked at $288K in Q4 2020.
621 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.