MPW
MXIM

MA Private Wealth’s Maxim Integrated Products MXIM Stock Holding History

MA Private Wealth’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
-6,306
Closed -$664K – 96
2021
Q2 		$664K Sell
6,306
-908
-13% -$88.9K 0.13% 56
2021
Q1 		$659K Hold
7,214
– – 0.14% 53
2020
Q4 		$640K Hold
7,214
– – 0.15% 48
2020
Q3 		$488K Buy
7,214
+31
+0.4% +$2.1K 0.12% 58
2020
Q2 		$435K Buy
7,183
+33
+0.5% +$1.84K 0.11% 60
2020
Q1 		$348K Sell
7,150
-90
-1% -$5.16K 0.1% 59
2019
Q4 		$445K Buy
7,240
+40
+0.6% +$2.33K 0.14% 44
2019
Q3 		$417K Sell
7,200
-1,113
-13% -$64.5K 0.12% 60
2019
Q2 		$497K Buy
8,313
+2
+0% +$114 0.14% 58
2019
Q1 		$442K Sell
8,311
-1,333
-14% -$71.7K 0.14% 64
2018
Q4 		$490K Buy
+9,644
New +$503K 0.19% 59

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

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

MA Private Wealth sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 6,306 shares — an estimated $664K sold.

MA Private Wealth first reported a position in MXIM in Q4 2018 and held it in 11 quarters. The position peaked at $664K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • MA Private Wealth reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • MA Private Wealth sold 6,306 Maxim Integrated Products shares in Q3 2021, an estimated $664K.
  • MA Private Wealth first reported a position in Maxim Integrated Products in Q4 2018 and held it in 11 quarters.
  • MA Private Wealth's Maxim Integrated Products position peaked at $664K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on MA Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.