Kestra Private Wealth Services’s Maxim Integrated Products MXIM Stock Holding History

Kestra Private Wealth 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	-3,194	Closed	-$337K	–	986
2021 Q2	$337K	Hold	3,194	–	–	0.02%	632
2021 Q1	$292K	Buy	3,194 +30	+0.9%	+$2.75K	0.02%	604
2020 Q4	$277K	Buy	3,164 +44	+1%	+$3.47K	0.02%	577
2020 Q3	$211K	Buy	+3,120	New	+$211K	0.02%	586

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 Private Wealth Services's MXIM Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 3,194 shares — an estimated $337K sold.

Kestra Private Wealth Services first reported a position in MXIM in Q3 2020 and held it in 4 quarters. The position peaked at $337K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Kestra Private Wealth Services reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 3,194 Maxim Integrated Products shares in Q3 2021, an estimated $337K.
Kestra Private Wealth Services first reported a position in Maxim Integrated Products in Q3 2020 and held it in 4 quarters.
Kestra Private Wealth Services's Maxim Integrated Products position peaked at $337K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.