Independent Advisor Alliance
MXIM

Independent Advisor Alliance’s Maxim Integrated Products MXIM Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-2,683
Closed -$283K – 685
2021
Q2 		$283K Hold
2,683
– – 0.02% 517
2021
Q1 		$245K Buy
2,683
+125
+5% +$11.5K 0.01% 523
2020
Q4 		$227K Buy
+2,558
New +$202K 0.02% 487
2020
Q3 		– Sell
-3,548
Closed -$215K – 546
2020
Q2 		$215K Buy
+3,548
New +$198K 0.02% 424
2020
Q1 		– Sell
-3,832
Closed -$236K – 922
2019
Q4 		$236K Buy
3,832
+279
+8% +$16.2K 0.01% 765
2019
Q3 		$206K Sell
3,553
-3,062
-46% -$177K 0.03% 415
2019
Q2 		$396K Buy
6,615
+1,449
+28% +$82.6K 0.06% 250
2019
Q1 		$275K Buy
5,166
+131
+3% +$7.04K 0.04% 338
2018
Q4 		$256K Buy
5,035
+688
+16% +$35.9K 0.05% 319
2018
Q3 		$240K Buy
4,347
+278
+7% +$16.8K 0.04% 308
2018
Q2 		$233K Sell
4,069
-136
-3% -$7.92K 0.05% 288
2018
Q1 		$242K Buy
4,205
+487
+13% +$28.9K 0.05% 288
2017
Q4 		$201K Buy
+3,718
New +$193K 0.04% 300

Other funds holding MXIM

Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Independent Advisor Alliance's MXIM Position: Q3 2021 in Review

Independent Advisor Alliance sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 2,683 shares — an estimated $283K sold.

Independent Advisor Alliance first reported a position in MXIM in Q4 2017 and held it in 13 quarters. The position peaked at $396K in Q2 2019. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Independent Advisor Alliance reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,683 Maxim Integrated Products shares in Q3 2021, an estimated $283K.
  • Independent Advisor Alliance first reported a position in Maxim Integrated Products in Q4 2017 and held it in 13 quarters.
  • Independent Advisor Alliance's Maxim Integrated Products position peaked at $396K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.