Avidian Wealth Enterprises’s Maximus MMS Stock Holding History

Avidian Wealth Enterprises’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
2018 Q4	–	Sell	-35,569	Closed	-$2.31M	–	110
2018 Q3	$2.31M	Buy	+35,569	New	+$2.31M	0.72%	17

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's MMS Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of Maximus (MMS) in Q4 2018, closing a stake of 35,569 shares — an estimated $2.31M sold.

Avidian Wealth Enterprises first reported a position in MMS in Q3 2018 and held it in 1 quarter. The position peaked at $2.31M in Q3 2018. 311 funds tracked by Wall St. Rank hold MMS as of Q4 2018.

Avidian Wealth Enterprises reported no remaining Maximus position as of Q4 2018 after selling out during the quarter.
Avidian Wealth Enterprises sold 35,569 Maximus shares in Q4 2018, an estimated $2.31M.
Avidian Wealth Enterprises first reported a position in Maximus in Q3 2018 and held it in 1 quarter.
Avidian Wealth Enterprises's Maximus position peaked at $2.31M in Q3 2018.
311 funds tracked by Wall St. Rank held Maximus as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.