HWA
MXIM

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

Heritage 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
Q1 		– Sell
-150
Closed -$13K – 596
2020
Q4 		$13K Buy
150
+50
+50% +$3.94K ﹤0.01% 443
2020
Q3 		$6.76K Buy
+100
New +$6.77K ﹤0.01% 416
2019
Q3 		– Sell
-187
Closed -$11.2K – 478
2019
Q2 		$11.2K Hold
187
– – ﹤0.01% 383
2019
Q1 		$9.94K Buy
+187
New +$10.1K ﹤0.01% 361

Other funds holding MXIM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's MXIM Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Maxim Integrated Products (MXIM) in Q1 2021, closing a stake of 150 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in MXIM in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 621 funds tracked by Wall St. Rank hold MXIM as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Maxim Integrated Products position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 150 Maxim Integrated Products shares in Q1 2021, an estimated $13K.
  • Heritage Wealth Advisors first reported a position in Maxim Integrated Products in Q1 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Maxim Integrated Products position peaked at $13K in Q4 2020.
  • 621 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.