BFEC
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Benjamin F. Edwards & Company’s Maximus MMS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$5K Hold
62
– – ﹤0.01% 1879
2024
Q1 		$5K Hold
62
– – ﹤0.01% 1873
2023
Q4 		$5K Buy
+62
New +$4.95K ﹤0.01% 1853
2023
Q3 		– Sell
-98
Closed -$8K – 1792
2023
Q2 		$8K Hold
98
– – ﹤0.01% 1451
2023
Q1 		$8K Sell
98
-27
-22% -$2.08K ﹤0.01% 1447
2022
Q4 		$9K Buy
+125
New +$8.06K ﹤0.01% 1453
2022
Q2 		– Sell
-79
Closed -$6K – 1862
2022
Q1 		$6K Sell
79
-46
-37% -$3.52K ﹤0.01% 1486
2021
Q4 		$10K Sell
125
-101
-45% -$8.26K ﹤0.01% 1378
2021
Q3 		$19K Sell
226
-1,429
-86% -$122K ﹤0.01% 1249
2021
Q2 		$146K Sell
1,655
-685
-29% -$62.8K 0.01% 737
2021
Q1 		$208K Sell
2,340
-953
-29% -$77.9K 0.01% 664
2020
Q4 		$241K Sell
3,293
-943
-22% -$66.9K 0.01% 593
2020
Q3 		$290K Sell
4,236
-362
-8% -$26.6K 0.02% 508
2020
Q2 		$324K Buy
4,598
+19
+0.4% +$1.28K 0.02% 461
2020
Q1 		$267K Buy
4,579
+2,210
+93% +$150K 0.02% 455
2019
Q4 		$176K Buy
2,369
+2,293
+3,017% +$172K 0.01% 630
2019
Q3 		$6K Hold
76
– – ﹤0.01% 1534
2019
Q2 		$5K Buy
76
+1
+1% +$73 ﹤0.01% 1618
2019
Q1 		$5K Buy
+75
New +$5.26K ﹤0.01% 1496

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Benjamin F. Edwards & Company's MMS Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Maximus (MMS) position steady in Q2 2024 at 62 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Benjamin F. Edwards & Company first reported a position in MMS in Q1 2019 and has held it in 19 quarters since. The position peaked at $324K in Q2 2020. 355 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Benjamin F. Edwards & Company held 62 shares of Maximus worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Maximus share count unchanged in Q2 2024.
  • Maximus made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1879 holding.
  • Benjamin F. Edwards & Company first reported a position in Maximus in Q1 2019 and has held it in 19 quarters since.
  • Benjamin F. Edwards & Company's Maximus position peaked at $324K in Q2 2020.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.