CAL
MXIM

Capital Advisors Ltd’s Maxim Integrated Products MXIM Stock Holding History

Capital Advisors Ltd’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
-4,278
Closed -$451K – 511
2021
Q2 		$451K Buy
4,278
+2,250
+111% +$220K 0.08% 119
2021
Q1 		$185K Hold
2,028
– – 0.03% 190
2020
Q4 		$180K Hold
2,028
– – 0.04% 181
2020
Q3 		$137K Hold
2,028
– – 0.03% 195
2020
Q2 		$123K Hold
2,028
– – 0.03% 198
2020
Q1 		$99K Hold
2,028
– – 0.03% 200
2019
Q4 		$125K Hold
2,028
– – 0.03% 192
2019
Q3 		$117K Hold
2,028
– – 0.03% 186
2019
Q2 		$121K Hold
2,028
– – 0.03% 187
2019
Q1 		$108K Hold
2,028
– – 0.03% 207
2018
Q4 		$103K Hold
2,028
– – 0.03% 203
2018
Q3 		$114K Buy
+2,028
New +$122K 0.03% 206

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

Capital Advisors Ltd's MXIM Position: Q3 2021 in Review

Capital Advisors Ltd sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 4,278 shares — an estimated $451K sold.

Capital Advisors Ltd first reported a position in MXIM in Q3 2018 and held it in 12 quarters. The position peaked at $451K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Capital Advisors Ltd reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Capital Advisors Ltd sold 4,278 Maxim Integrated Products shares in Q3 2021, an estimated $451K.
  • Capital Advisors Ltd first reported a position in Maxim Integrated Products in Q3 2018 and held it in 12 quarters.
  • Capital Advisors Ltd's Maxim Integrated Products position peaked at $451K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Capital Advisors Ltd's 13F filing for Q3 2021, filed 12 Nov 2021.