GWM
MXIM

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

Gupta 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
2015
Q4 		– Sell
-500
Closed -$17K – 1387
2015
Q3 		$17K Buy
+500
New +$16.6K ﹤0.01% 742

Other funds holding MXIM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's MXIM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Maxim Integrated Products (MXIM) in Q4 2015, closing a stake of 500 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in MXIM in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 406 funds tracked by Wall St. Rank hold MXIM as of Q4 2015.

  • Gupta Wealth Management reported no remaining Maxim Integrated Products position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 500 Maxim Integrated Products shares in Q4 2015, an estimated $17K.
  • Gupta Wealth Management first reported a position in Maxim Integrated Products in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Maxim Integrated Products position peaked at $17K in Q3 2015.
  • 406 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.