PWPS
MXIM

Pinnacle Wealth Planning Services’s Maxim Integrated Products MXIM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-948
Closed -$84K – 2257
2020
Q4 		$84K Buy
+948
New +$74.8K 0.02% 550

Other funds holding MXIM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's MXIM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Maxim Integrated Products (MXIM) in Q1 2021, closing a stake of 948 shares — an estimated $84K sold.

Pinnacle Wealth Planning Services first reported a position in MXIM in Q4 2020 and held it in 1 quarter. The position peaked at $84K in Q4 2020. 621 funds tracked by Wall St. Rank hold MXIM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Maxim Integrated Products position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 948 Maxim Integrated Products shares in Q1 2021, an estimated $84K.
  • Pinnacle Wealth Planning Services first reported a position in Maxim Integrated Products in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Maxim Integrated Products position peaked at $84K in Q4 2020.
  • 621 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.