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Capital Performance Advisors’s Maximus MMS Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-22
Closed -$2.05K – 1679
2024
Q3 		$2.05K Buy
+22
New +$1.97K ﹤0.01% 1555

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Performance Advisors's MMS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Maximus (MMS) in Q4 2024, closing a stake of 22 shares — an estimated $2.05K sold.

Capital Performance Advisors first reported a position in MMS in Q3 2024 and held it in 1 quarter. The position peaked at $2.05K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 22 Maximus shares in Q4 2024, an estimated $2.05K.
  • Capital Performance Advisors first reported a position in Maximus in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Maximus position peaked at $2.05K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.