TL
MXIM

TrueWealth LLC’s Maxim Integrated Products MXIM Stock Holding History

TrueWealth LLC’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
2018
Q3 		– Sell
-425
Closed -$25K – 863
2018
Q2 		$25K Buy
+425
New +$24.7K 0.01% 357
2018
Q1 		– Sell
-24
Closed -$1K – 948
2017
Q4 		$1K Buy
+24
New +$1.25K ﹤0.01% 904

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TrueWealth LLC's MXIM Position: Q3 2018 in Review

TrueWealth LLC sold out of Maxim Integrated Products (MXIM) in Q3 2018, closing a stake of 425 shares — an estimated $25K sold.

TrueWealth LLC first reported a position in MXIM in Q4 2017 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 527 funds tracked by Wall St. Rank hold MXIM as of Q3 2018.

  • TrueWealth LLC reported no remaining Maxim Integrated Products position as of Q3 2018 after selling out during the quarter.
  • TrueWealth LLC sold 425 Maxim Integrated Products shares in Q3 2018, an estimated $25K.
  • TrueWealth LLC first reported a position in Maxim Integrated Products in Q4 2017 and held it in 2 quarters.
  • TrueWealth LLC's Maxim Integrated Products position peaked at $25K in Q2 2018.
  • 527 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.