EWM
MXIM

Executive Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-404
Closed -$24K – 892
2019
Q2 		$24K Buy
404
+103
+34% +$5.87K ﹤0.01% 444
2019
Q1 		$16K Sell
301
-9
-3% -$484 ﹤0.01% 471
2018
Q4 		$16K Buy
+310
New +$16.2K ﹤0.01% 477

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Executive Wealth Management's MXIM Position: Q3 2019 in Review

Executive Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2019, closing a stake of 404 shares — an estimated $24K sold.

Executive Wealth Management first reported a position in MXIM in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 525 funds tracked by Wall St. Rank hold MXIM as of Q3 2019.

  • Executive Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 404 Maxim Integrated Products shares in Q3 2019, an estimated $24K.
  • Executive Wealth Management first reported a position in Maxim Integrated Products in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Maxim Integrated Products position peaked at $24K in Q2 2019.
  • 525 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.