Concord Wealth Partners’s Maxim Integrated Products MXIM Stock Holding History

Concord Wealth Partners’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	-2,365	Closed	-$249K	–	1076
2021 Q2	$249K	Buy	2,365 +151	+7%	+$14.8K	0.07%	116
2021 Q1	$202K	Buy	2,214 +1,379	+165%	+$126K	0.07%	131
2020 Q4	$74K	Buy	+835	New	+$65.9K	0.06%	163

Other funds holding MXIM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Concord Wealth Partners's MXIM Position: Q3 2021 in Review

Concord Wealth Partners sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 2,365 shares — an estimated $249K sold.

Concord Wealth Partners first reported a position in MXIM in Q4 2020 and held it in 3 quarters. The position peaked at $249K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Concord Wealth Partners reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 2,365 Maxim Integrated Products shares in Q3 2021, an estimated $249K.
Concord Wealth Partners first reported a position in Maxim Integrated Products in Q4 2020 and held it in 3 quarters.
Concord Wealth Partners's Maxim Integrated Products position peaked at $249K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.