OFW
MXIM

Omnia Family Wealth’s Maxim Integrated Products MXIM Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-168
Closed -$9K – 575
2019
Q1 		$9K Hold
168
– – ﹤0.01% 274
2018
Q4 		$9K Hold
168
– – ﹤0.01% 254
2018
Q3 		$9K Hold
168
– – ﹤0.01% 274
2018
Q2 		$10K Hold
168
– – ﹤0.01% 257
2018
Q1 		$10K Sell
168
-1,261
-88% -$74.7K ﹤0.01% 267
2017
Q4 		$75K Buy
1,429
+386
+37% +$20.1K 0.03% 127
2017
Q3 		$50K Hold
1,043
– – 0.02% 150
2017
Q2 		$47K Buy
1,043
+168
+19% +$7.72K 0.02% 153
2017
Q1 		$39K Hold
875
– – 0.02% 167
2016
Q4 		$34K Buy
+875
New +$34.3K 0.02% 182

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Omnia Family Wealth's MXIM Position: Q2 2019 in Review

Omnia Family Wealth sold out of Maxim Integrated Products (MXIM) in Q2 2019, closing a stake of 168 shares — an estimated $9K sold.

Omnia Family Wealth first reported a position in MXIM in Q4 2016 and held it in 10 quarters. The position peaked at $75K in Q4 2017. 543 funds tracked by Wall St. Rank hold MXIM as of Q2 2019.

  • Omnia Family Wealth reported no remaining Maxim Integrated Products position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 168 Maxim Integrated Products shares in Q2 2019, an estimated $9K.
  • Omnia Family Wealth first reported a position in Maxim Integrated Products in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Maxim Integrated Products position peaked at $75K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.