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Benjamin Edwards Inc’s Maximus MMS Stock Holding History

Benjamin Edwards Inc’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
-9
Closed -$1K – 1161
2024
Q2 		$1K Buy
+9
New +$756 ﹤0.01% 690
2023
Q1 		– Sell
-15
Closed -$1K – 739
2022
Q4 		$1K Hold
15
– – ﹤0.01% 704
2022
Q3 		$1K Hold
15
– – ﹤0.01% 690
2022
Q2 		$1K Sell
15
-4,140
-100% -$280K ﹤0.01% 692
2022
Q1 		$311K Buy
4,155
+12
+0.3% +$918 0.09% 224
2021
Q4 		$330K Sell
4,143
-845
-17% -$69.1K 0.11% 191
2021
Q3 		$415K Buy
4,988
+1,510
+43% +$129K 0.25% 126
2021
Q2 		$306K Buy
+3,478
New +$319K 0.21% 136

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

Benjamin Edwards Inc's MMS Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Maximus (MMS) in Q3 2024, closing a stake of 9 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in MMS in Q2 2021 and held it in 8 quarters. The position peaked at $415K in Q3 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 9 Maximus shares in Q3 2024, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in Maximus in Q2 2021 and held it in 8 quarters.
  • Benjamin Edwards Inc's Maximus position peaked at $415K in Q3 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.