NFG
MXIM

Next Financial Group’s Maxim Integrated Products MXIM Stock Holding History

Next Financial 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
-330
Closed -$35K – 2861
2021
Q2 		$35K Sell
330
-15
-4% -$1.47K ﹤0.01% 1540
2021
Q1 		$32K Sell
345
-162
-32% -$14.9K ﹤0.01% 1474
2020
Q4 		$45K Sell
507
-6,386
-93% -$504K ﹤0.01% 1232
2020
Q3 		$466K Buy
+6,893
New +$466K 0.05% 344
2020
Q2 		– Sell
-7,860
Closed -$382K – 2090
2020
Q1 		$382K Sell
7,860
-11,393
-59% -$654K 0.05% 342
2019
Q4 		$1.19M Sell
19,253
-3,070
-14% -$179K 0.12% 214
2019
Q3 		$1.29M Sell
22,323
-9,605
-30% -$557K 0.14% 189
2019
Q2 		$1.91M Buy
31,928
+31,820
+29,463% +$1.81M 0.2% 134
2019
Q1 		$6K Sell
108
-701
-87% -$37.7K ﹤0.01% 1236
2018
Q4 		$41K Buy
+809
New +$42.2K 0.01% 866
2017
Q4 		– Sell
-200
Closed -$10K – 1567
2017
Q3 		$10K Hold
200
– – ﹤0.01% 1233
2017
Q2 		$9K Hold
200
– – ﹤0.01% 1373
2017
Q1 		$9K Sell
200
-300
-60% -$13.1K ﹤0.01% 1335
2016
Q4 		$19K Sell
500
-44
-8% -$1.73K ﹤0.01% 1399
2016
Q3 		$22K Buy
544
+300
+123% +$11.8K ﹤0.01% 1322
2016
Q2 		$8K Hold
244
– – ﹤0.01% 1292
2016
Q1 		$8K Hold
244
– – ﹤0.01% 1252
2015
Q4 		$9K Sell
244
-6
-2% -$229 ﹤0.01% 1225
2015
Q3 		$8K Buy
250
+50
+25% +$1.66K ﹤0.01% 1299
2015
Q2 		$6K Hold
200
– – ﹤0.01% 1445
2015
Q1 		$6K Hold
200
– – ﹤0.01% 1452
2014
Q4 		$6K Sell
200
-190
-49% -$5.59K ﹤0.01% 1454
2014
Q3 		$12K Buy
+390
New +$12.3K ﹤0.01% 1686

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Next Financial Group's MXIM Position: Q3 2021 in Review

Next Financial Group sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 330 shares — an estimated $35K sold.

Next Financial Group first reported a position in MXIM in Q3 2014 and held it in 23 quarters. The position peaked at $1.91M in Q2 2019. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • Next Financial Group reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 330 Maxim Integrated Products shares in Q3 2021, an estimated $35K.
  • Next Financial Group first reported a position in Maxim Integrated Products in Q3 2014 and held it in 23 quarters.
  • Next Financial Group's Maxim Integrated Products position peaked at $1.91M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.