CFGS
MMS icon

Concourse Financial Group Securities’s Maximus MMS Stock Holding History

Concourse Financial Group Securities’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
-85
Closed -$6.78K – 2353
2023
Q3 		$6.35K Buy
+85
New +$6.92K ﹤0.01% 1754
2022
Q2 		– Sell
-360
Closed -$24.3K – 2267
2022
Q1 		$27K Sell
360
-890
-71% -$68.1K ﹤0.01% 1388
2021
Q4 		$100K Buy
1,250
+57
+5% +$4.66K 0.01% 998
2021
Q3 		$99K Buy
1,193
+182
+18% +$15.6K 0.01% 998
2021
Q2 		$89K Buy
1,011
+179
+22% +$16.4K 0.01% 1039
2021
Q1 		$74K Buy
832
+246
+42% +$20.1K 0.01% 1073
2020
Q4 		$43K Sell
586
-9
-2% -$638 ﹤0.01% 1202
2020
Q3 		$41K Buy
595
+97
+19% +$7.13K ﹤0.01% 1139
2020
Q2 		$35K Buy
498
+353
+243% +$23.7K ﹤0.01% 1099
2020
Q1 		$8K Buy
+145
New +$9.85K ﹤0.01% 1524
2019
Q2 		– Sell
-27
Closed -$1.96K – 2339
2019
Q1 		$1K Sell
27
-4
-13% -$280 ﹤0.01% 2160
2018
Q4 		$2K Sell
31
-27
-47% -$1.78K ﹤0.01% 1922
2018
Q3 		$4K Buy
+58
New +$3.77K ﹤0.01% 1459

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

Concourse Financial Group Securities's MMS Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Maximus (MMS) in Q4 2023, closing a stake of 85 shares — an estimated $6.78K sold.

Concourse Financial Group Securities first reported a position in MMS in Q3 2018 and held it in 13 quarters. The position peaked at $100K in Q4 2021. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 85 Maximus shares in Q4 2023, an estimated $6.78K.
  • Concourse Financial Group Securities first reported a position in Maximus in Q3 2018 and held it in 13 quarters.
  • Concourse Financial Group Securities's Maximus position peaked at $100K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.