WWM
MXIM

Willingdon Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		$2K Hold
35
– – ﹤0.01% 265
2019
Q4 		$2K Hold
35
– – ﹤0.01% 338
2019
Q3 		$2K Hold
35
– – ﹤0.01% 372
2019
Q2 		$2K Sell
35
-16,363
-100% -$933K ﹤0.01% 285
2019
Q1 		$872K Buy
16,398
+348
+2% +$18.7K 0.21% 98
2018
Q4 		$816K Sell
16,050
-18,968
-54% -$990K 0.24% 102
2018
Q3 		$1.98M Buy
35,018
+907
+3% +$54.7K 0.54% 76
2018
Q2 		$2M Buy
34,111
+1,787
+6% +$104K 0.61% 76
2018
Q1 		$1.95M Buy
32,324
+32,231
+34,657% +$1.91M 0.62% 69
2017
Q4 		$5K Buy
+93
New +$4.83K ﹤0.01% 296

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return