WANY
MXIM

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

Wealthspire Advisors (New York)’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
-2,835
Closed -$259K – 712
2021
Q1 		$259K Buy
2,835
+358
+14% +$32.8K 0.01% 601
2020
Q4 		$220K Buy
+2,477
New +$195K 0.01% 525
2019
Q1 		– Sell
-16
Closed -$1K – 881
2018
Q4 		$1K Buy
+16
New +$835 ﹤0.01% 864

Other funds holding MXIM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B 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 $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B 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

Wealthspire Advisors (New York)'s MXIM Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Maxim Integrated Products (MXIM) in Q2 2021, closing a stake of 2,835 shares — an estimated $259K sold.

Wealthspire Advisors (New York) first reported a position in MXIM in Q4 2018 and held it in 3 quarters. The position peaked at $259K in Q1 2021. 621 funds tracked by Wall St. Rank hold MXIM as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Maxim Integrated Products position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,835 Maxim Integrated Products shares in Q2 2021, an estimated $259K.
  • Wealthspire Advisors (New York) first reported a position in Maxim Integrated Products in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Maxim Integrated Products position peaked at $259K in Q1 2021.
  • 621 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.