Glassman Wealth Services’s MaxLinear MXL Stock Holding History

Glassman Wealth Services’s Portfolio MXL Stock Details MXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23	Closed	-$512	–	2043
2023 Q3	$512	Buy	+23	New	+$584	﹤0.01%	1728
2023 Q2	–	Sell	-12	Closed	-$423	–	1975
2023 Q1	$423	Hold	12	–	–	﹤0.01%	1646
2022 Q4	$407	Buy	12 +9	+300%	+$305	﹤0.01%	1667
2022 Q3	$0	Buy	+3	New	+$111	﹤0.01%	1878
2022 Q2	–	Sell	-13	Closed	-$1K	–	1887
2022 Q1	$1K	Buy	+13	New	+$792	﹤0.01%	1456
2020 Q1	–	Sell	-16	Closed	–	–	1401
2019 Q4	$0	Hold	16	–	–	﹤0.01%	1369
2019 Q3	$0	Hold	16	–	–	﹤0.01%	1258
2019 Q2	$0	Hold	16	–	–	﹤0.01%	1261
2019 Q1	$0	Hold	16	–	–	﹤0.01%	1148
2018 Q4	$0	Hold	16	–	–	﹤0.01%	900
2018 Q3	$0	Buy	+16	New	+$291	﹤0.01%	902

Other funds holding MXL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's MXL Position: Q4 2023 in Review

Glassman Wealth Services sold out of MaxLinear (MXL) in Q4 2023, closing a stake of 23 shares — an estimated $512 sold.

Glassman Wealth Services first reported a position in MXL in Q3 2018 and held it in 11 quarters. The position peaked at $1K in Q1 2022. 213 funds tracked by Wall St. Rank hold MXL as of Q4 2023.

Glassman Wealth Services reported no remaining MaxLinear position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 23 MaxLinear shares in Q4 2023, an estimated $512.
Glassman Wealth Services first reported a position in MaxLinear in Q3 2018 and held it in 11 quarters.
Glassman Wealth Services's MaxLinear position peaked at $1K in Q1 2022.
213 funds tracked by Wall St. Rank held MaxLinear as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.