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BDO Wealth Advisors’s Maximus MMS Stock Holding History

BDO Wealth Advisors’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
Q2 		$13.5K Hold
159
– – ﹤0.01% 663
2023
Q1 		$12.5K Buy
159
+1
+0.6% +$77 ﹤0.01% 662
2022
Q4 		$11.6K Hold
158
– – ﹤0.01% 661
2022
Q3 		$9K Buy
+158
New +$9.85K ﹤0.01% 729
2020
Q1 		– Sell
-51
Closed -$4K – 792
2019
Q4 		$4K Hold
51
– – ﹤0.01% 521
2019
Q3 		$4K Hold
51
– – ﹤0.01% 543
2019
Q2 		$4K Hold
51
– – ﹤0.01% 532
2019
Q1 		$4K Buy
+51
New +$3.58K ﹤0.01% 506

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BDO Wealth Advisors's MMS Position: Q2 2023 in Review

BDO Wealth Advisors held its Maximus (MMS) position steady in Q2 2023 at 159 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

BDO Wealth Advisors first reported a position in MMS in Q1 2019 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • BDO Wealth Advisors held 159 shares of Maximus worth $13.5K as of Q2 2023.
  • BDO Wealth Advisors left its Maximus share count unchanged in Q2 2023.
  • Maximus made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #663 holding.
  • BDO Wealth Advisors first reported a position in Maximus in Q1 2019 and has held it in 8 quarters since.
  • 304 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.