Optimal Asset Management’s Maxim Integrated Products MXIM Stock Holding History

Optimal Asset Management’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	-8,000	Closed	-$843K	–	356
2021 Q2	$843K	Hold	8,000	–	–	0.1%	267
2021 Q1	$731K	Sell	8,000 -13,700	-63%	-$1.26M	0.09%	271
2020 Q4	$1.92M	Hold	21,700	–	–	0.27%	123
2020 Q3	$1.47M	Sell	21,700 -5,300	-20%	-$359K	0.21%	154
2020 Q2	$1.64M	Sell	27,000 -35,400	-57%	-$1.97M	0.27%	136
2020 Q1	$3.03K	Buy	62,400 +18,700	+43%	+$1.07M	0.28%	116
2019 Q4	$2.69M	Buy	+43,700	New	+$2.55M	0.41%	75

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

Optimal Asset Management's MXIM Position: Q3 2021 in Review

Optimal Asset Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 8,000 shares — an estimated $843K sold.

Optimal Asset Management first reported a position in MXIM in Q4 2019 and held it in 7 quarters. The position peaked at $2.69M in Q4 2019. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Optimal Asset Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Optimal Asset Management sold 8,000 Maxim Integrated Products shares in Q3 2021, an estimated $843K.
Optimal Asset Management first reported a position in Maxim Integrated Products in Q4 2019 and held it in 7 quarters.
Optimal Asset Management's Maxim Integrated Products position peaked at $2.69M in Q4 2019.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.