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Baker Avenue Asset Management’s Maximus MMS Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-5
Closed -$373 – 1053
2023
Q3 		$373 Hold
5
– – ﹤0.01% 1533
2023
Q2 		$423 Sell
5
-10
-67% -$822 ﹤0.01% 1473
2023
Q1 		$1.18K Buy
15
+10
+200% +$770 ﹤0.01% 1136
2022
Q4 		$367 Buy
+5
New +$323 ﹤0.01% 1468

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Baker Avenue Asset Management's MMS Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Maximus (MMS) in Q4 2023, closing a stake of 5 shares — an estimated $373 sold.

Baker Avenue Asset Management first reported a position in MMS in Q4 2022 and held it in 4 quarters. The position peaked at $1.18K in Q1 2023. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 5 Maximus shares in Q4 2023, an estimated $373.
  • Baker Avenue Asset Management first reported a position in Maximus in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Maximus position peaked at $1.18K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.