IMA Advisory Services’s MaxLinear MXL Stock Holding History

IMA Advisory 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
2024 Q4	–	Sell	-26,505	Closed	-$384K	–	241
2024 Q3	$384K	Sell	26,505 -5,839	-18%	-$92.7K	0.08%	123
2024 Q2	$651K	Sell	32,344 -630	-2%	-$12.4K	0.29%	64
2024 Q1	$616K	Sell	32,974 -954	-3%	-$19K	0.29%	64
2023 Q4	$806K	Sell	33,928 -4,538	-12%	-$88.8K	0.4%	58
2023 Q3	$856K	Sell	38,466 -535	-1%	-$13.6K	0.22%	99
2023 Q2	$1.23M	Buy	39,001 +1,073	+3%	+$31K	0.32%	87
2023 Q1	$1.34M	Buy	37,928 +622	+2%	+$22.5K	0.34%	77
2022 Q4	$1.27M	Sell	37,306 -15,655	-30%	-$530K	0.34%	77
2022 Q3	$1.73M	Buy	+52,961	New	+$1.96M	0.46%	64

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PHK

Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return

IMA Advisory Services's MXL Position: Q4 2024 in Review

IMA Advisory Services sold out of MaxLinear (MXL) in Q4 2024, closing a stake of 26,505 shares — an estimated $384K sold.

IMA Advisory Services first reported a position in MXL in Q3 2022 and held it in 9 quarters. The position peaked at $1.73M in Q3 2022. 209 funds tracked by Wall St. Rank hold MXL as of Q4 2024.

IMA Advisory Services reported no remaining MaxLinear position as of Q4 2024 after selling out during the quarter.
IMA Advisory Services sold 26,505 MaxLinear shares in Q4 2024, an estimated $384K.
IMA Advisory Services first reported a position in MaxLinear in Q3 2022 and held it in 9 quarters.
IMA Advisory Services's MaxLinear position peaked at $1.73M in Q3 2022.
209 funds tracked by Wall St. Rank held MaxLinear as of Q4 2024.

Based on IMA Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.