MGIA
MXIM

Moneta Group Investment Advisors’s Maxim Integrated Products MXIM Stock Holding History

Moneta Group Investment Advisors’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
-3,531
Closed -$372K – 481
2021
Q2 		$372K Buy
3,531
+7
+0.2% +$685 0.02% 324
2021
Q1 		$322K Buy
3,524
+1,054
+43% +$96.7K 0.02% 316
2020
Q4 		$219K Sell
2,470
-2,588
-51% -$204K 0.02% 295
2020
Q3 		$342K Buy
+5,058
New +$342K 0.03% 210
2018
Q2 		– Sell
-6,405
Closed -$386K – 667
2018
Q1 		$386K Buy
6,405
+1,587
+33% +$94K 0.05% 142
2017
Q4 		$252K Sell
4,818
-787
-14% -$40.9K 0.04% 172
2017
Q3 		$267K Sell
5,605
-4,200
-43% -$193K 0.04% 166
2017
Q2 		$440K Buy
9,805
+4,850
+98% +$223K 0.07% 132
2017
Q1 		$223K Sell
4,955
-412
-8% -$18.1K 0.04% 146
2016
Q4 		$207K Buy
+5,367
New +$211K 0.04% 164
2016
Q3 		– Sell
-11,065
Closed -$395K – 162
2016
Q2 		$395K Buy
11,065
+1,510
+16% +$55.4K 0.09% 123
2016
Q1 		$347K Buy
+9,555
New +$321K 0.08% 125
2015
Q4 		– Sell
-8,160
Closed -$273K – 462
2015
Q3 		$273K Buy
+8,160
New +$270K 0.08% 107

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Moneta Group Investment Advisors's MXIM Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 3,531 shares — an estimated $372K sold.

Moneta Group Investment Advisors first reported a position in MXIM in Q3 2015 and held it in 13 quarters. The position peaked at $440K in Q2 2017. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,531 Maxim Integrated Products shares in Q3 2021, an estimated $372K.
  • Moneta Group Investment Advisors first reported a position in Maxim Integrated Products in Q3 2015 and held it in 13 quarters.
  • Moneta Group Investment Advisors's Maxim Integrated Products position peaked at $440K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.