UCFA
MXIM

United Capital Financial Advisors’s Maxim Integrated Products MXIM Stock Holding History

United Capital Financial Advisors’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
-4,035
Closed -$425K – 1258
2021
Q2 		$425K Hold
4,035
– – ﹤0.01% 914
2021
Q1 		$369K Buy
4,035
+365
+10% +$33.5K ﹤0.01% 938
2020
Q4 		$325K Buy
3,670
+4
+0.1% +$316 ﹤0.01% 969
2020
Q3 		$248K Sell
3,666
-162
-4% -$11K ﹤0.01% 1015
2020
Q2 		$232K Buy
+3,828
New +$213K ﹤0.01% 1058
2020
Q1 		– Sell
-3,985
Closed -$245K – 1407
2019
Q4 		$245K Buy
+3,985
New +$232K ﹤0.01% 1224
2019
Q3 		– Sell
-4,296
Closed -$257K – 1529
2019
Q2 		$257K Buy
4,296
+537
+14% +$30.6K ﹤0.01% 1279
2019
Q1 		$200K Sell
3,759
-924
-20% -$49.7K ﹤0.01% 1275
2018
Q4 		$238K Buy
4,683
+627
+15% +$32.7K ﹤0.01% 1147
2018
Q3 		$229K Buy
4,056
+115
+3% +$6.93K ﹤0.01% 1213
2018
Q2 		$231K Sell
3,941
-26
-0.7% -$1.51K ﹤0.01% 1186
2018
Q1 		$239K Sell
3,967
-74
-2% -$4.38K ﹤0.01% 1178
2017
Q4 		$213K Buy
+4,041
New +$210K ﹤0.01% 1224

Other funds holding MXIM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
RP
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

United Capital Financial Advisors's MXIM Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Maxim Integrated Products (MXIM) in Q3 2021, closing a stake of 4,035 shares — an estimated $425K sold.

United Capital Financial Advisors first reported a position in MXIM in Q4 2017 and held it in 13 quarters. The position peaked at $425K in Q2 2021. 3 funds tracked by Wall St. Rank hold MXIM as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Maxim Integrated Products position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,035 Maxim Integrated Products shares in Q3 2021, an estimated $425K.
  • United Capital Financial Advisors first reported a position in Maxim Integrated Products in Q4 2017 and held it in 13 quarters.
  • United Capital Financial Advisors's Maxim Integrated Products position peaked at $425K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.