CWC
MXIM

Carolinas Wealth Consulting’s Maxim Integrated Products MXIM Stock Holding History

Carolinas Wealth Consulting’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
-43
Closed -$4K – 1019
2021
Q2 		$4K Hold
43
– – ﹤0.01% 746
2021
Q1 		$4K Hold
43
– – ﹤0.01% 753
2020
Q4 		$4K Hold
43
– – ﹤0.01% 687
2020
Q3 		$3K Buy
43
+1
+2% +$68 ﹤0.01% 670
2020
Q2 		$3K Buy
+42
New +$2.34K ﹤0.01% 478

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

Carolinas Wealth Consulting's MXIM Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 43 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in MXIM in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 43 Maxim Integrated Products shares in Q3 2021, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Maxim Integrated Products in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Maxim Integrated Products position peaked at $4K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.