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Centerpoint Advisors’s Maximus MMS Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-7
Closed -$1K – 538
2023
Q3 		$1K Hold
7
– – ﹤0.01% 515
2023
Q2 		$1K Hold
7
– – ﹤0.01% 514
2023
Q1 		$1K Buy
+7
New +$539 ﹤0.01% 512

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Centerpoint Advisors's MMS Position: Q4 2023 in Review

Centerpoint Advisors sold out of Maximus (MMS) in Q4 2023, closing a stake of 7 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in MMS in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Centerpoint Advisors reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 7 Maximus shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Maximus in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's Maximus position peaked at $1K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.