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	0.1%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's MXIM Position: Q1 2021 in Review

WealthSource Partners sold out of Maxim Integrated Products (MXIM) in Q1 2021, closing a stake of 5,064 shares — an estimated $449K sold.

WealthSource Partners first reported a position in MXIM in Q1 2018 and held it in 12 quarters. The position peaked at $449K in Q4 2020. 623 funds tracked by Wall St. Rank hold MXIM as of Q1 2021.

WealthSource Partners reported no remaining Maxim Integrated Products position as of Q1 2021 after selling out during the quarter.
WealthSource Partners sold 5,064 Maxim Integrated Products shares in Q1 2021, an estimated $449K.
WealthSource Partners first reported a position in Maxim Integrated Products in Q1 2018 and held it in 12 quarters.
WealthSource Partners's Maxim Integrated Products position peaked at $449K in Q4 2020.
623 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.