BEI
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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 $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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return