CAPTRUST Financial Advisors
MXIM

CAPTRUST Financial Advisors’s Maxim Integrated Products MXIM Stock Holding History

CAPTRUST Financial Advisors’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
-14,577
Closed -$1.54M – 4908
2021
Q2 		$1.54M Buy
14,577
+6,812
+88% +$667K 0.01% 576
2021
Q1 		$709K Buy
7,765
+2,946
+61% +$270K 0.01% 818
2020
Q4 		$427K Sell
4,819
-548
-10% -$43.2K 0.01% 895
2020
Q3 		$372K Sell
5,367
-2,336
-30% -$158K 0.01% 809
2020
Q2 		$460K Buy
7,703
+4,189
+119% +$233K 0.01% 737
2020
Q1 		$162K Sell
3,514
-655
-16% -$37.6K ﹤0.01% 942
2019
Q4 		$260K Buy
4,169
+3,551
+575% +$207K ﹤0.01% 894
2019
Q3 		$36K Sell
618
-54
-8% -$3.13K ﹤0.01% 1107
2019
Q2 		$40K Buy
672
+154
+30% +$8.78K ﹤0.01% 1060
2019
Q1 		$28K Buy
518
+262
+102% +$14.1K ﹤0.01% 1066
2018
Q4 		$13K Hold
256
– – ﹤0.01% 1166
2018
Q3 		$14K Sell
256
-304
-54% -$18.3K ﹤0.01% 1144
2018
Q2 		$33K Hold
560
– – ﹤0.01% 791
2018
Q1 		$32K Hold
560
– – ﹤0.01% 710
2017
Q4 		$29K Buy
+560
New +$29.1K ﹤0.01% 699

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CAPTRUST Financial Advisors's MXIM Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 14,577 shares — an estimated $1.54M sold.

CAPTRUST Financial Advisors first reported a position in MXIM in Q4 2017 and held it in 15 quarters. The position peaked at $1.54M in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 14,577 Maxim Integrated Products shares in Q3 2021, an estimated $1.54M.
  • CAPTRUST Financial Advisors first reported a position in Maxim Integrated Products in Q4 2017 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Maxim Integrated Products position peaked at $1.54M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.