LGWM
MXIM

Litman Gregory Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Litman Gregory 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
Q2 		– Sell
-243
Closed -$22K – 196
2021
Q1 		$22K Hold
243
– – ﹤0.01% 130
2020
Q4 		$22K Buy
+243
New +$19.2K ﹤0.01% 127

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's MXIM Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Maxim Integrated Products (MXIM) in Q2 2021, closing a stake of 243 shares — an estimated $22K sold.

Litman Gregory Wealth Management first reported a position in MXIM in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 621 funds tracked by Wall St. Rank hold MXIM as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Maxim Integrated Products position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 243 Maxim Integrated Products shares in Q2 2021, an estimated $22K.
  • Litman Gregory Wealth Management first reported a position in Maxim Integrated Products in Q4 2020 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Maxim Integrated Products position peaked at $22K in Q1 2021.
  • 621 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.