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Belpointe Asset Management’s Maximus MMS Stock Holding History

Belpointe 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
Q2 		– Sell
-3,089
Closed -$243K – 2252
2023
Q1 		$243K Buy
3,089
+224
+8% +$17.2K 0.01% 845
2022
Q4 		$210K Buy
2,865
+70
+3% +$4.52K 0.01% 880
2022
Q3 		$162K Buy
2,795
+215
+8% +$13.4K 0.01% 931
2022
Q2 		$161K Sell
2,580
-343
-12% -$23.2K 0.01% 911
2022
Q1 		$219K Hold
2,923
– – 0.01% 866
2021
Q4 		$233K Sell
2,923
-55
-2% -$4.5K 0.01% 834
2021
Q3 		$248K Buy
2,978
+112
+4% +$9.59K 0.02% 775
2021
Q2 		$252K Buy
2,866
+166
+6% +$15.2K 0.02% 737
2021
Q1 		$240K Hold
2,700
– – 0.02% 683
2020
Q4 		$198K Sell
2,700
-6
-0.2% -$426 0.02% 694
2020
Q3 		$185K Hold
2,706
– – 0.02% 578
2020
Q2 		$190K Sell
2,706
-658
-20% -$44.2K 0.02% 539
2020
Q1 		$196K Sell
3,364
-7
-0.2% -$475 0.03% 434
2019
Q4 		$251K Sell
3,371
-493
-13% -$37K 0.03% 480
2019
Q3 		$299K Sell
3,864
-300
-7% -$22.8K 0.05% 392
2019
Q2 		$302K Sell
4,164
-20
-0.5% -$1.45K 0.06% 329
2019
Q1 		$297K Buy
4,184
+5
+0.1% +$351 0.06% 247
2018
Q4 		$272K Buy
4,179
+15
+0.4% +$987 0.07% 291
2018
Q3 		$271K Hold
4,164
– – 0.04% 383
2018
Q2 		$259K Hold
4,164
– – 0.07% 288
2018
Q1 		$278K Hold
4,164
– – 0.08% 263
2017
Q4 		$298K Hold
4,164
– – 0.07% 343
2017
Q3 		$269K Buy
+4,164
New +$255K 0.06% 339

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

Belpointe Asset Management's MMS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Maximus (MMS) in Q2 2023, closing a stake of 3,089 shares — an estimated $243K sold.

Belpointe Asset Management first reported a position in MMS in Q3 2017 and held it in 23 quarters. The position peaked at $302K in Q2 2019. 304 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,089 Maximus shares in Q2 2023, an estimated $243K.
  • Belpointe Asset Management first reported a position in Maximus in Q3 2017 and held it in 23 quarters.
  • Belpointe Asset Management's Maximus position peaked at $302K in Q2 2019.
  • 304 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.