Prestige Wealth Management Group’s Maxim Integrated Products MXIM Stock Holding History

Prestige Wealth Management 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	-198	Closed	-$21K	–	1075
2021 Q2	$21K	Hold	198	–	–	0.01%	359
2021 Q1	$18K	Hold	198	–	–	﹤0.01%	378
2020 Q4	$18K	Buy	198 +58	+41%	+$4.58K	﹤0.01%	373
2020 Q3	$9K	Hold	140	–	–	﹤0.01%	464
2020 Q2	$8K	Hold	140	–	–	﹤0.01%	467
2020 Q1	$7K	Buy	+140	New	+$8.03K	﹤0.01%	452
2019 Q1	–	Sell	-193	Closed	-$10K	–	1236
2018 Q4	$10K	Buy	+193	New	+$10.1K	0.01%	443

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

Prestige Wealth Management Group's MXIM Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 198 shares — an estimated $21K sold.

Prestige Wealth Management Group first reported a position in MXIM in Q4 2018 and held it in 7 quarters. The position peaked at $21K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Prestige Wealth Management Group reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 198 Maxim Integrated Products shares in Q3 2021, an estimated $21K.
Prestige Wealth Management Group first reported a position in Maxim Integrated Products in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's Maxim Integrated Products position peaked at $21K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.