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Ashton Thomas Private Wealth’s Maximus MMS Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-105
Closed -$9K – 1347
2024
Q2 		$9K Buy
+105
New +$8.82K ﹤0.01% 1363
2022
Q2 		– Sell
-20,296
Closed -$1.52M – 468
2022
Q1 		$1.52M Sell
20,296
-584
-3% -$44.7K 0.13% 190
2021
Q4 		$1.66M Sell
20,880
-1,867
-8% -$153K 0.16% 159
2021
Q3 		$1.89M Buy
22,747
+5,954
+35% +$510K 0.27% 93
2021
Q2 		$1.48M Buy
+16,793
New +$1.54M 0.23% 115

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ashton Thomas Private Wealth's MMS Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Maximus (MMS) in Q3 2024, closing a stake of 105 shares — an estimated $9K sold.

Ashton Thomas Private Wealth first reported a position in MMS in Q2 2021 and held it in 5 quarters. The position peaked at $1.89M in Q3 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 105 Maximus shares in Q3 2024, an estimated $9K.
  • Ashton Thomas Private Wealth first reported a position in Maximus in Q2 2021 and held it in 5 quarters.
  • Ashton Thomas Private Wealth's Maximus position peaked at $1.89M in Q3 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.