Concord Wealth Partners’s Maximus MMS Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-13	Closed	-$953	–	1134
2022 Q4	$953	Buy	+13	New	+$839	﹤0.01%	1069

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's MMS Position: Q1 2023 in Review

Concord Wealth Partners sold out of Maximus (MMS) in Q1 2023, closing a stake of 13 shares — an estimated $953 sold.

Concord Wealth Partners first reported a position in MMS in Q4 2022 and held it in 1 quarter. The position peaked at $953 in Q4 2022. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

Concord Wealth Partners reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 13 Maximus shares in Q1 2023, an estimated $953.
Concord Wealth Partners first reported a position in Maximus in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's Maximus position peaked at $953 in Q4 2022.
301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.