Sugarloaf Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Sugarloaf 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
2021 Q3	–	Sell	-305	Closed	-$32K	–	821
2021 Q2	$32K	Hold	305	–	–	0.01%	343
2021 Q1	$28	Hold	305	–	–	0.01%	357
2020 Q4	$27K	Hold	305	–	–	0.01%	337
2020 Q3	$21K	Hold	305	–	–	0.01%	351
2020 Q2	$18K	Hold	305	–	–	0.01%	373
2020 Q1	$15K	Hold	305	–	–	0.01%	384
2019 Q4	$19K	Buy	+305	New	+$17.8K	0.01%	380

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

Sugarloaf Wealth Management's MXIM Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 305 shares — an estimated $32K sold.

Sugarloaf Wealth Management first reported a position in MXIM in Q4 2019 and held it in 7 quarters. The position peaked at $32K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

Sugarloaf Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 305 Maxim Integrated Products shares in Q3 2021, an estimated $32K.
Sugarloaf Wealth Management first reported a position in Maxim Integrated Products in Q4 2019 and held it in 7 quarters.
Sugarloaf Wealth Management's Maxim Integrated Products position peaked at $32K in Q2 2021.
3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.