Kestra Advisory Services’s Maxim Integrated Products MXIM Stock Holding History

Kestra Advisory Services’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	-5,043	Closed	-$531K	–	2205
2021 Q2	$531K	Sell	5,043 -280	-5%	-$27.4K	0.01%	1257
2021 Q1	$486K	Buy	5,323 +1,436	+37%	+$132K	0.01%	1206
2020 Q4	$340K	Buy	3,887 +3,812	+5,083%	+$301K	﹤0.01%	1412
2020 Q3	$331K	Buy	+75	New	+$5.08K	0.01%	1060

Other funds holding MXIM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Kestra Advisory Services's MXIM Position: Q3 2021 in Review

Kestra Advisory Services sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 5,043 shares — an estimated $531K sold.

Kestra Advisory Services first reported a position in MXIM in Q3 2020 and held it in 4 quarters. The position peaked at $531K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Kestra Advisory Services reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Kestra Advisory Services sold 5,043 Maxim Integrated Products shares in Q3 2021, an estimated $531K.
Kestra Advisory Services first reported a position in Maxim Integrated Products in Q3 2020 and held it in 4 quarters.
Kestra Advisory Services's Maxim Integrated Products position peaked at $531K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.