LWM
MXIM

Liberty Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Liberty Wealth Management’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
-6,115
Closed -$644K – 1260
2021
Q2 		$644K Hold
6,115
– – 0.25% 57
2021
Q1 		$554K Hold
6,115
– – 0.27% 56
2020
Q4 		$554K Hold
6,115
– – 0.27% 56
2020
Q3 		$413K Sell
6,115
-10
-0.2% -$677 0.24% 64
2020
Q2 		$371K Buy
6,125
+56
+0.9% +$3.12K 0.26% 63
2020
Q1 		$295K Buy
6,069
+55
+0.9% +$3.15K 0.26% 62
2019
Q4 		$370K Hold
6,014
– – 0.29% 65
2019
Q3 		$348K Hold
6,014
– – 0.33% 59
2019
Q2 		$360K Hold
6,014
– – 0.32% 68
2019
Q1 		$319K Sell
6,014
-3,620
-38% -$195K 0.24% 64
2018
Q4 		$489K Buy
+9,634
New +$503K 0.36% 37

Other funds holding MXIM

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

Liberty Wealth Management's MXIM Position: Q3 2021 in Review

Liberty Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 6,115 shares — an estimated $644K sold.

Liberty Wealth Management first reported a position in MXIM in Q4 2018 and held it in 11 quarters. The position peaked at $644K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Liberty Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 6,115 Maxim Integrated Products shares in Q3 2021, an estimated $644K.
  • Liberty Wealth Management first reported a position in Maxim Integrated Products in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Maxim Integrated Products position peaked at $644K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.