Key Financial Inc’s Maxim Integrated Products MXIM Stock Holding History

Key Financial Inc’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	-424	Closed	-$42K	–	962
2021 Q2	$42K	Buy	424 +155	+58%	+$15.2K	0.02%	375
2021 Q1	$25K	Hold	269	–	–	0.02%	369
2020 Q4	$24K	Buy	+269	New	+$21.2K	0.02%	351
2020 Q2	–	Sell	-269	Closed	-$13K	–	711
2020 Q1	$13K	Buy	+269	New	+$15.4K	0.01%	381

Other funds holding MXIM

CCM

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

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

TAIM

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

Key Financial Inc's MXIM Position: Q3 2021 in Review

Key Financial Inc sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 424 shares — an estimated $42K sold.

Key Financial Inc first reported a position in MXIM in Q1 2020 and held it in 4 quarters. The position peaked at $42K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Key Financial Inc reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Key Financial Inc sold 424 Maxim Integrated Products shares in Q3 2021, an estimated $42K.
Key Financial Inc first reported a position in Maxim Integrated Products in Q1 2020 and held it in 4 quarters.
Key Financial Inc's Maxim Integrated Products position peaked at $42K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Key Financial Inc's 13F filing for Q3 2021, filed 1 Nov 2021.