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

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smith Salley Wealth Management's MXIM Position: Q4 2020 in Review

Smith Salley Wealth Management sold out of Maxim Integrated Products (MXIM) in Q4 2020, closing a stake of 60,367 shares — an estimated $4.08M sold.

Smith Salley Wealth Management first reported a position in MXIM in Q3 2017 and held it in 13 quarters. The position peaked at $4.08M in Q3 2020. 632 funds tracked by Wall St. Rank hold MXIM as of Q4 2020.

  • Smith Salley Wealth Management reported no remaining Maxim Integrated Products position as of Q4 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 60,367 Maxim Integrated Products shares in Q4 2020, an estimated $4.08M.
  • Smith Salley Wealth Management first reported a position in Maxim Integrated Products in Q3 2017 and held it in 13 quarters.
  • Smith Salley Wealth Management's Maxim Integrated Products position peaked at $4.08M in Q3 2020.
  • 632 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2020.

Based on Smith Salley Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.