Wealth Enhancement Advisory Services
MXIM

Wealth Enhancement Advisory Services’s Maxim Integrated Products MXIM Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-30,359
Closed -$2.94M – 315
2021
Q1 		$2.94M Buy
30,359
+1,303
+4% +$119K 0.05% 122
2020
Q4 		$2.76M Buy
+29,056
New +$2.29M 0.06% 101
2020
Q3 		– Sell
-39,705
Closed -$2.74M – 250
2020
Q2 		$2.74M Buy
+39,705
New +$2.21M 0.08% 94
2019
Q1 		– Sell
-29,340
Closed -$1.57M – 228
2018
Q4 		$1.57M Buy
+29,340
New +$1.53M 0.1% 79
2018
Q3 		– Sell
-40,763
Closed -$2.47M – 206
2018
Q2 		$2.47M Buy
+40,763
New +$2.37M 0.15% 57
2018
Q1 		– Sell
-19,555
Closed -$1.08M – 189
2017
Q4 		$1.08M Buy
19,555
+246
+1% +$12.8K 0.08% 107
2017
Q3 		$938K Buy
+19,309
New +$885K 0.08% 107

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return