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Cascadia Advisory Services’s Maximus MMS Stock Holding History

Cascadia Advisory Services’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
Q3 		$1.67M Buy
20,070
+6,038
+43% +$517K 0.34% 97
2021
Q2 		$1.23M Buy
+14,032
New +$1.29M 0.27% 106

Other funds holding MMS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cascadia Advisory Services's MMS Position: Q3 2021 in Review

Cascadia Advisory Services increased its Maximus (MMS) stake by 43% in Q3 2021, buying an estimated $517K and bringing the position to 20,070 shares worth $1.67M. The position accounts for 0.34% of the portfolio, ranked #97.

Cascadia Advisory Services first reported a position in MMS in Q2 2021 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold MMS as of Q3 2021.

  • Cascadia Advisory Services held 20,070 shares of Maximus worth $1.67M as of Q3 2021.
  • Cascadia Advisory Services bought 6,038 Maximus shares in Q3 2021, an estimated $517K.
  • Maximus made up 0.34% of Cascadia Advisory Services's portfolio in Q3 2021, its #97 holding.
  • Cascadia Advisory Services first reported a position in Maximus in Q2 2021 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.