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Burt Wealth Advisors’s Maximus MMS Stock Holding History

Burt 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
2021
Q1 		– Sell
-43
Closed -$3K – 255
2020
Q4 		$3K Hold
43
– – ﹤0.01% 329
2020
Q3 		$3K Hold
43
– – ﹤0.01% 332
2020
Q2 		$3K Hold
43
– – ﹤0.01% 317
2020
Q1 		$3K Buy
+43
New +$2.92K ﹤0.01% 332

Other funds holding MMS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Burt Wealth Advisors's MMS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Maximus (MMS) in Q1 2021, closing a stake of 43 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in MMS in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 324 funds tracked by Wall St. Rank hold MMS as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Maximus position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 43 Maximus shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Maximus in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Maximus position peaked at $3K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Maximus as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.