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Advisornet Financial’s Maximus MMS Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-16
Closed -$1.34K – 2337
2023
Q4 		$1.34K Buy
16
+1
+7% +$80 ﹤0.01% 1815
2023
Q3 		$1.12K Hold
15
– – ﹤0.01% 1774
2023
Q2 		$1.27K Sell
15
-1
-6% -$82 ﹤0.01% 1823
2023
Q1 		$1.26K Buy
16
+2
+14% +$154 ﹤0.01% 1823
2022
Q4 		$1.03K Buy
+14
New +$903 ﹤0.01% 1826

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Advisornet Financial's MMS Position: Q1 2024 in Review

Advisornet Financial sold out of Maximus (MMS) in Q1 2024, closing a stake of 16 shares — an estimated $1.34K sold.

Advisornet Financial first reported a position in MMS in Q4 2022 and held it in 5 quarters. The position peaked at $1.34K in Q4 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Advisornet Financial reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 16 Maximus shares in Q1 2024, an estimated $1.34K.
  • Advisornet Financial first reported a position in Maximus in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Maximus position peaked at $1.34K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.