RMR Wealth Builders’s Maxim Integrated Products MXIM Stock Holding History

RMR Wealth Builders’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	-3,340	Closed	-$352K	–	194
2021 Q2	$352K	Hold	3,340	–	–	0.12%	121
2021 Q1	$305K	Hold	3,340	–	–	0.08%	131
2020 Q4	$296K	Hold	3,340	–	–	0.15%	110
2020 Q3	$226K	Hold	3,340	–	–	0.06%	186
2020 Q2	$202K	Buy	+3,340	New	+$186K	0.18%	112
2019 Q4	$205K	Buy	+3,340	New	+$195K	0.2%	111

Other funds holding MXIM

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

RMR Wealth Builders's MXIM Position: Q3 2021 in Review

RMR Wealth Builders sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 3,340 shares — an estimated $352K sold.

RMR Wealth Builders first reported a position in MXIM in Q4 2019 and held it in 6 quarters. The position peaked at $352K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

RMR Wealth Builders reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
RMR Wealth Builders sold 3,340 Maxim Integrated Products shares in Q3 2021, an estimated $352K.
RMR Wealth Builders first reported a position in Maxim Integrated Products in Q4 2019 and held it in 6 quarters.
RMR Wealth Builders's Maxim Integrated Products position peaked at $352K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on RMR Wealth Builders's 13F filing for Q3 2021, filed 18 Oct 2021.