Evolution Wealth Advisors’s Maxim Integrated Products MXIM Stock Holding History

Evolution Wealth 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	-101	Closed	-$11K	–	693
2021 Q2	$11K	Hold	101	–	–	﹤0.01%	401
2021 Q1	$9K	Hold	101	–	–	﹤0.01%	438
2020 Q4	$9K	Hold	101	–	–	﹤0.01%	372
2020 Q3	$7K	Hold	101	–	–	﹤0.01%	405
2020 Q2	$6K	Buy	+101	New	+$5.62K	﹤0.01%	353
2020 Q1	–	Sell	-40	Closed	-$2K	–	677
2019 Q4	$2K	Buy	+40	New	+$2.33K	﹤0.01%	613
2019 Q3	–	Sell	-101	Closed	-$6K	–	607
2019 Q2	$6K	Buy	+101	New	+$5.76K	﹤0.01%	253

Other funds holding MXIM

CCM

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

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

Evolution Wealth Advisors's MXIM Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 101 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in MXIM in Q2 2019 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Evolution Wealth Advisors reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 101 Maxim Integrated Products shares in Q3 2021, an estimated $11K.
Evolution Wealth Advisors first reported a position in Maxim Integrated Products in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Maxim Integrated Products position peaked at $11K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

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