VWM
MXIM

Valley Wealth Managers’s Maxim Integrated Products MXIM Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-41,718
Closed -$2.53M – 171
2020
Q2 		$2.53M Sell
41,718
-4,190
-9% -$233K 0.28% 74
2020
Q1 		$2.23M Buy
45,908
+1,930
+4% +$111K 0.29% 72
2019
Q4 		$2.71M Buy
43,978
+6,740
+18% +$393K 0.27% 70
2019
Q3 		$2.16M Buy
37,238
+3,615
+11% +$209K 0.23% 79
2019
Q2 		$2.01M Buy
33,623
+1,540
+5% +$87.8K 0.21% 87
2019
Q1 		$1.71M Buy
32,083
+1,090
+4% +$58.6K 0.19% 91
2018
Q4 		$1.58M Buy
30,993
+818
+3% +$42.7K 0.21% 73
2018
Q3 		$1.7M Sell
30,175
-435
-1% -$26.2K 0.2% 65
2018
Q2 		$1.8M Sell
30,610
-3,040
-9% -$177K 0.22% 62
2018
Q1 		$2.03M Sell
33,650
-180
-0.5% -$10.7K 0.25% 56
2017
Q4 		$1.77M Buy
33,830
+290
+0.9% +$15.1K 0.21% 69
2017
Q3 		$1.6M Buy
33,540
+1,025
+3% +$47K 0.2% 74
2017
Q2 		$1.46M Buy
+32,515
New +$1.49M 0.2% 79

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley Wealth Managers's MXIM Position: Q3 2020 in Review

Valley Wealth Managers sold out of Maxim Integrated Products (MXIM) in Q3 2020, closing a stake of 41,718 shares — an estimated $2.53M sold.

Valley Wealth Managers first reported a position in MXIM in Q2 2017 and held it in 13 quarters. The position peaked at $2.71M in Q4 2019. 598 funds tracked by Wall St. Rank hold MXIM as of Q3 2020.

  • Valley Wealth Managers reported no remaining Maxim Integrated Products position as of Q3 2020 after selling out during the quarter.
  • Valley Wealth Managers sold 41,718 Maxim Integrated Products shares in Q3 2020, an estimated $2.53M.
  • Valley Wealth Managers first reported a position in Maxim Integrated Products in Q2 2017 and held it in 13 quarters.
  • Valley Wealth Managers's Maxim Integrated Products position peaked at $2.71M in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2020.

Based on Valley Wealth Managers's 13F filing for Q3 2020, filed 3 Nov 2020.