CFA
MXIM

Carroll Financial Associates’s Maxim Integrated Products MXIM Stock Holding History

Carroll Financial Associates’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
-301
Closed -$31K – 2022
2021
Q2 		$31K Buy
301
+14
+5% +$1.37K ﹤0.01% 960
2021
Q1 		$26K Sell
287
-825
-74% -$75.7K ﹤0.01% 949
2020
Q4 		$98K Hold
1,112
– – 0.01% 521
2020
Q3 		$75K Hold
1,112
– – 0.01% 548
2020
Q2 		$67K Hold
1,112
– – 0.01% 580
2020
Q1 		$54K Hold
1,112
– – 0.01% 558
2019
Q4 		$68K Hold
1,112
– – 0.01% 586
2019
Q3 		$64K Buy
1,112
+741
+200% +$42.9K 0.01% 589
2019
Q2 		$22K Hold
371
– – ﹤0.01% 807
2019
Q1 		$19K Hold
371
– – ﹤0.01% 777
2018
Q4 		$18K Sell
371
-42
-10% -$2.19K ﹤0.01% 707
2018
Q3 		$23K Buy
413
+42
+11% +$2.53K ﹤0.01% 672
2018
Q2 		$21K Hold
371
– – ﹤0.01% 670
2018
Q1 		$22K Sell
371
-46
-11% -$2.73K ﹤0.01% 653
2017
Q4 		$21K Buy
417
+130
+45% +$6.75K ﹤0.01% 652
2017
Q3 		$13K Hold
287
– – ﹤0.01% 764
2017
Q2 		$12K Buy
+287
New +$13.2K ﹤0.01% 804
2014
Q3 		– Sell
-180
Closed -$6K – 972
2014
Q2 		$6K Hold
180
– – ﹤0.01% 689
2014
Q1 		$6K Hold
180
– – ﹤0.01% 632
2013
Q4 		$5K Buy
+180
New +$5.21K ﹤0.01% 610

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Carroll Financial Associates's MXIM Position: Q3 2021 in Review

Carroll Financial Associates sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 301 shares — an estimated $31K sold.

Carroll Financial Associates first reported a position in MXIM in Q4 2013 and held it in 20 quarters. The position peaked at $98K in Q4 2020. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Carroll Financial Associates reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 301 Maxim Integrated Products shares in Q3 2021, an estimated $31K.
  • Carroll Financial Associates first reported a position in Maxim Integrated Products in Q4 2013 and held it in 20 quarters.
  • Carroll Financial Associates's Maxim Integrated Products position peaked at $98K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.