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Crewe Advisors’s Maximus MMS Stock Holding History

Crewe 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
Q1 		– Sell
-26
Closed -$1.91K – 957
2022
Q4 		$1.91K Sell
26
-58
-69% -$3.74K ﹤0.01% 843
2022
Q3 		$5K Hold
84
– – ﹤0.01% 853
2022
Q2 		$5K Buy
+84
New +$5.68K ﹤0.01% 768
2018
Q2 		– Sell
-500
Closed -$33K – 271
2018
Q1 		$33K Hold
500
– – 0.03% 145
2017
Q4 		$36K Buy
+500
New +$33.7K 0.04% 146

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's MMS Position: Q1 2023 in Review

Crewe Advisors sold out of Maximus (MMS) in Q1 2023, closing a stake of 26 shares — an estimated $1.91K sold.

Crewe Advisors first reported a position in MMS in Q4 2017 and held it in 5 quarters. The position peaked at $36K in Q4 2017. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Crewe Advisors reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 26 Maximus shares in Q1 2023, an estimated $1.91K.
  • Crewe Advisors first reported a position in Maximus in Q4 2017 and held it in 5 quarters.
  • Crewe Advisors's Maximus position peaked at $36K in Q4 2017.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.