Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IWM
MXIM
IHT Wealth Management’s
Maxim Integrated Products
MXIM
Stock Holding History
IHT Wealth Management’s Portfolio
MXIM Stock Details
MXIM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-4,046
Closed
-$249K
–
667
2019
Q4
$249K
Sell
4,046
-817
-17%
-$47.6K
0.03%
505
2019
Q3
$282K
Buy
4,863
+878
+22%
+$50.9K
0.04%
441
2019
Q2
$238K
Buy
3,985
+26
+0.7%
+$1.48K
0.03%
455
2019
Q1
$210K
Sell
3,959
-1,174
-23%
-$63.1K
0.04%
452
2018
Q4
$261K
Buy
5,133
+69
+1%
+$3.6K
0.05%
368
2018
Q3
$286K
Buy
5,064
+148
+3%
+$8.92K
0.06%
337
2018
Q2
$288K
Buy
4,916
+242
+5%
+$14.1K
0.07%
314
2018
Q1
$268K
Sell
4,674
-2,610
-36%
-$155K
0.07%
299
2017
Q4
$394K
Buy
+7,284
New
+$378K
0.1%
239
2017
Q3
–
Sell
-326
Closed
-$84
–
1558
2017
Q2
$84
Buy
326
+68
+26%
+$3.12K
0.04%
375
2017
Q1
$11K
Buy
+258
New
+$11.3K
0.01%
825
Other funds holding MXIM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close