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Abound Wealth Management’s Maximus MMS Stock Holding History

Abound Wealth Management’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-31
Closed -$2.6K – 1262
2024
Q1 		$2.6K Buy
31
+30
+3,000% +$2.47K ﹤0.01% 644
2023
Q4 		$58 Buy
+1
New +$80 ﹤0.01% 1301

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Abound Wealth Management's MMS Position: Q2 2024 in Review

Abound Wealth Management sold out of Maximus (MMS) in Q2 2024, closing a stake of 31 shares — an estimated $2.6K sold.

Abound Wealth Management first reported a position in MMS in Q4 2023 and held it in 2 quarters. The position peaked at $2.6K in Q1 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Abound Wealth Management reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 31 Maximus shares in Q2 2024, an estimated $2.6K.
  • Abound Wealth Management first reported a position in Maximus in Q4 2023 and held it in 2 quarters.
  • Abound Wealth Management's Maximus position peaked at $2.6K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.