WP
MXIM

WealthSource Partners’s Maxim Integrated Products MXIM Stock Holding History

WealthSource Partners’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
Q1 		– Sell
-5,064
Closed -$449K – 461
2020
Q4 		$449K Sell
5,064
-525
-9% -$41.4K 0.05% 226
2020
Q3 		$378K Sell
5,589
-5
-0.1% -$338 0.05% 229
2020
Q2 		$339K Hold
5,594
– – 0.05% 227
2020
Q1 		$272K Sell
5,594
-340
-6% -$19.5K 0.04% 253
2019
Q4 		$365K Buy
5,934
+35
+0.6% +$2.04K 0.05% 279
2019
Q3 		$342K Hold
5,899
– – 0.05% 307
2019
Q2 		$353K Sell
5,899
-465
-7% -$26.5K 0.06% 302
2019
Q1 		$338K Sell
6,364
-36
-0.6% -$1.94K 0.08% 233
2018
Q4 		$325K Sell
6,400
-710
-10% -$37.1K 0.09% 198
2018
Q3 		$401K Buy
7,110
+1,550
+28% +$93.5K 0.11% 175
2018
Q2 		$326K Sell
5,560
-47
-0.8% -$2.74K 0.09% 200
2018
Q1 		$338K Buy
+5,607
New +$332K 0.1% 187

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return