GWS
MXIM

Glassman Wealth Services’s Maxim Integrated Products MXIM Stock Holding History

Glassman Wealth Services’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
-331
Closed -$35K – 1913
2021
Q2 		$35K Buy
331
+45
+16% +$4.41K 0.01% 430
2021
Q1 		$26K Buy
286
+30
+12% +$2.75K 0.01% 466
2020
Q4 		$23K Buy
256
+177
+224% +$14K 0.01% 495
2020
Q3 		$5K Hold
79
– – ﹤0.01% 812
2020
Q2 		$5K Sell
79
-20
-20% -$1.11K ﹤0.01% 653
2020
Q1 		$5K Sell
99
-2
-2% -$115 ﹤0.01% 530
2019
Q4 		$6K Buy
101
+4
+4% +$233 ﹤0.01% 566
2019
Q3 		$6K Sell
97
-4
-4% -$232 ﹤0.01% 525
2019
Q2 		$6K Buy
101
+34
+51% +$1.94K ﹤0.01% 544
2019
Q1 		$4K Buy
67
+35
+109% +$1.88K ﹤0.01% 604
2018
Q4 		$2K Hold
32
– – ﹤0.01% 587
2018
Q3 		$2K Sell
32
-10
-24% -$603 ﹤0.01% 629
2018
Q2 		$2K Sell
42
-13
-24% -$757 ﹤0.01% 602
2018
Q1 		$3K Sell
55
-21
-28% -$1.24K ﹤0.01% 510
2017
Q4 		$4K Buy
+76
New +$3.95K ﹤0.01% 445

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Glassman Wealth Services's MXIM Position: Q3 2021 in Review

Glassman Wealth Services sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 331 shares — an estimated $35K sold.

Glassman Wealth Services first reported a position in MXIM in Q4 2017 and held it in 15 quarters. The position peaked at $35K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Glassman Wealth Services reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 331 Maxim Integrated Products shares in Q3 2021, an estimated $35K.
  • Glassman Wealth Services first reported a position in Maxim Integrated Products in Q4 2017 and held it in 15 quarters.
  • Glassman Wealth Services's Maxim Integrated Products position peaked at $35K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.