WAM
MXIM

Wealthspire Advisors (Maryland)’s Maxim Integrated Products MXIM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-374
Closed -$20K – 2335
2019
Q1 		$20K Sell
374
-62
-14% -$3.33K ﹤0.01% 1290
2018
Q4 		$22K Buy
436
+147
+51% +$7.67K ﹤0.01% 1177
2018
Q3 		$16K Sell
289
-177
-38% -$10.7K ﹤0.01% 1398
2018
Q2 		$27K Sell
466
-36
-7% -$2.1K ﹤0.01% 1210
2018
Q1 		$30K Sell
502
-122
-20% -$7.23K ﹤0.01% 1170
2017
Q4 		$33K Buy
624
+132
+27% +$6.86K ﹤0.01% 1162
2017
Q3 		$23K Buy
492
+11
+2% +$504 ﹤0.01% 1260
2017
Q2 		$22K Buy
481
+437
+993% +$20.1K ﹤0.01% 1245
2017
Q1 		$2K Buy
44
+29
+193% +$1.27K ﹤0.01% 1735
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1705
2016
Q3 		$1K Sell
15
-10
-40% -$394 ﹤0.01% 1681
2016
Q2 		$1K Sell
25
-325
-93% -$11.9K ﹤0.01% 1648
2016
Q1 		$13K Buy
350
+322
+1,150% +$10.8K ﹤0.01% 1130
2015
Q4 		$1K Buy
+28
New +$1.07K ﹤0.01% 1674

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MXIM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Maxim Integrated Products (MXIM) in Q2 2019, closing a stake of 374 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in MXIM in Q4 2015 and held it in 14 quarters. The position peaked at $33K in Q4 2017. 543 funds tracked by Wall St. Rank hold MXIM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Maxim Integrated Products position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 374 Maxim Integrated Products shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Maxim Integrated Products in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Maxim Integrated Products position peaked at $33K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.