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SSWM
MXIM
Smith Salley Wealth Management’s
Maxim Integrated Products
MXIM
Stock Holding History
Smith Salley Wealth 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
2020
Q4
–
Sell
-60,367
Closed
-$4.08M
–
220
2020
Q3
$4.08M
Buy
60,367
+21
+0%
+$1.42K
0.49%
56
2020
Q2
$3.66M
Buy
60,346
+1,405
+2%
+$78.2K
0.49%
58
2020
Q1
$2.87M
Buy
58,941
+8,301
+16%
+$476K
0.48%
60
2019
Q4
$3.12M
Buy
50,640
+178
+0.4%
+$10.4K
0.41%
70
2019
Q3
$2.92M
Buy
50,462
+3,225
+7%
+$187K
0.42%
71
2019
Q2
$2.83M
Sell
47,237
-2,145
-4%
-$122K
0.43%
68
2019
Q1
$2.63M
Buy
49,382
+32
+0.1%
+$1.72K
0.42%
69
2018
Q4
$2.51M
Sell
49,350
-2,356
-5%
-$123K
0.46%
68
2018
Q3
$2.92M
Sell
51,706
-2,794
-5%
-$168K
0.46%
68
2018
Q2
$3.2M
Buy
54,500
+540
+1%
+$31.4K
0.55%
61
2018
Q1
$3.25M
Buy
53,960
+2,364
+5%
+$140K
0.58%
63
2017
Q4
$2.7M
Buy
51,596
+24,862
+93%
+$1.29M
0.48%
70
2017
Q3
$1.27M
Buy
+26,734
New
+$1.23M
0.24%
88
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1-Year Est. Return
Invesco
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1-Year Est. Return
HI
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$7.94B AUM
55.6%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
DKCM
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$4.65B AUM
56.47%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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