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Avior Wealth Management’s Maximus MMS Stock Holding History

Avior 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
Q3 		– Sell
-2
Closed -$171 – 2373
2024
Q2 		$171 Sell
2
-65
-97% -$5.46K ﹤0.01% 2189
2024
Q1 		$5.62K Buy
+67
New +$5.51K ﹤0.01% 2046
2023
Q4 		– Sell
-6
Closed -$448 – 1617
2023
Q3 		$448 Buy
+6
New +$488 ﹤0.01% 1500

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Avior Wealth Management's MMS Position: Q3 2024 in Review

Avior Wealth Management sold out of Maximus (MMS) in Q3 2024, closing a stake of 2 shares — an estimated $171 sold.

Avior Wealth Management first reported a position in MMS in Q3 2023 and held it in 3 quarters. The position peaked at $5.62K in Q1 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Avior Wealth Management reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Maximus shares in Q3 2024, an estimated $171.
  • Avior Wealth Management first reported a position in Maximus in Q3 2023 and held it in 3 quarters.
  • Avior Wealth Management's Maximus position peaked at $5.62K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.