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Carolinas Wealth Consulting’s Maximus MMS Stock Holding History

Carolinas Wealth Consulting’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
-9
Closed -$801 – 1085
2024
Q3 		$801 Sell
9
-1
-10% -$89 ﹤0.01% 954
2024
Q2 		$855 Buy
10
+2
+25% +$168 ﹤0.01% 931
2024
Q1 		$711 Buy
+8
New +$658 ﹤0.01% 946

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $83.3B AUM 31.19% 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 $1.61T 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 $3.1B AUM 12.88% 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

Carolinas Wealth Consulting's MMS Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Maximus (MMS) in Q4 2024, closing a stake of 9 shares — an estimated $801 sold.

Carolinas Wealth Consulting first reported a position in MMS in Q1 2024 and held it in 3 quarters. The position peaked at $855 in Q2 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9 Maximus shares in Q4 2024, an estimated $801.
  • Carolinas Wealth Consulting first reported a position in Maximus in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Maximus position peaked at $855 in Q2 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.