Cetera Advisor Networks’s Maximus MMS Stock Holding History

Cetera Advisor Networks’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 Q1	$362K	Sell	4,319 -654	-13%	-$53.8K	﹤0.01%	2149
2023 Q4	$417K	Sell	4,973 -1,213	-20%	-$96.8K	﹤0.01%	2028
2023 Q3	$462K	Buy	6,186 +726	+13%	+$59.1K	﹤0.01%	1821
2023 Q2	$461K	Sell	5,460 -474	-8%	-$39K	﹤0.01%	1766
2023 Q1	$467K	Buy	5,934 +198	+3%	+$15.2K	﹤0.01%	1739
2022 Q4	$421K	Buy	+5,736	New	+$370K	﹤0.01%	1770
2020 Q3	–	Sell	-264	Closed	-$19K	–	2317
2020 Q2	$19K	Buy	+264	New	+$17.8K	﹤0.01%	2420

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Cetera Advisor Networks's MMS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Maximus (MMS) stake by 13% in Q1 2024, selling an estimated $53.8K and leaving 4,319 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Cetera Advisor Networks first reported a position in MMS in Q2 2020 and has held it in 7 quarters since. The position peaked at $467K in Q1 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

Cetera Advisor Networks held 4,319 shares of Maximus worth $362K as of Q1 2024.
Cetera Advisor Networks sold 654 Maximus shares in Q1 2024, an estimated $53.8K.
Maximus made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2149 holding.
Cetera Advisor Networks first reported a position in Maximus in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's Maximus position peaked at $467K in Q1 2023.
351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.