Measured Wealth Private Client Group’s Maxim Integrated Products MXIM Stock Holding History

Measured Wealth Private Client Group’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	-4,709	Closed	-$496K	–	176
2021 Q2	$496K	Buy	4,709 +463	+11%	+$45.3K	0.16%	79
2021 Q1	$388K	Sell	4,246 -193	-4%	-$17.7K	0.14%	86
2020 Q4	$394K	Buy	4,439 +152	+4%	+$12K	0.16%	72
2020 Q3	$290K	Sell	4,287 -328	-7%	-$22.2K	0.14%	91
2020 Q2	$280K	Buy	+4,615	New	+$257K	0.16%	77

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

Measured Wealth Private Client Group's MXIM Position: Q3 2021 in Review

Measured Wealth Private Client Group sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 4,709 shares — an estimated $496K sold.

Measured Wealth Private Client Group first reported a position in MXIM in Q2 2020 and held it in 5 quarters. The position peaked at $496K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Measured Wealth Private Client Group reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Measured Wealth Private Client Group sold 4,709 Maxim Integrated Products shares in Q3 2021, an estimated $496K.
Measured Wealth Private Client Group first reported a position in Maxim Integrated Products in Q2 2020 and held it in 5 quarters.
Measured Wealth Private Client Group's Maxim Integrated Products position peaked at $496K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2021, filed 1 Nov 2021.