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Center for Financial Planning’s Maison Solutions MSS Stock Holding History

Center for Financial Planning’s Portfolio MSS Stock Details MSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$76 – 734
2024
Q4 		$76 Buy
+1
New +$53 ﹤0.01% 657

Other funds holding MSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Center for Financial Planning's MSS Position: Q1 2025 in Review

Center for Financial Planning sold out of Maison Solutions (MSS) in Q1 2025, closing a stake of 1 share — an estimated $76 sold.

Center for Financial Planning first reported a position in MSS in Q4 2024 and held it in 1 quarter. The position peaked at $76 in Q4 2024. 11 funds tracked by Wall St. Rank hold MSS as of Q1 2025.

  • Center for Financial Planning reported no remaining Maison Solutions position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1 Maison Solutions share in Q1 2025, an estimated $76.
  • Center for Financial Planning first reported a position in Maison Solutions in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's Maison Solutions position peaked at $76 in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Maison Solutions as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.