DWM
MMS icon

Dakota Wealth Management’s Maximus MMS Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-2,237
Closed -$208K – 787
2024
Q3 		$208K Buy
+2,237
New +$200K ﹤0.01% 680
2024
Q1 		– Sell
-3,190
Closed -$268K – 762
2023
Q4 		$268K Hold
3,190
– – 0.01% 540
2023
Q3 		$238K Buy
3,190
+127
+4% +$10.3K 0.01% 547
2023
Q2 		$259K Sell
3,063
-256
-8% -$21.1K 0.01% 519
2023
Q1 		$261K Buy
3,319
+76
+2% +$5.85K 0.02% 500
2022
Q4 		$238K Buy
+3,243
New +$209K 0.02% 503
2022
Q3 		– Sell
-3,205
Closed -$200K – 598
2022
Q2 		$200K Buy
+3,205
New +$217K 0.02% 450

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Dakota Wealth Management's MMS Position: Q4 2024 in Review

Dakota Wealth Management sold out of Maximus (MMS) in Q4 2024, closing a stake of 2,237 shares — an estimated $208K sold.

Dakota Wealth Management first reported a position in MMS in Q2 2022 and held it in 7 quarters. The position peaked at $268K in Q4 2023. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Dakota Wealth Management reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,237 Maximus shares in Q4 2024, an estimated $208K.
  • Dakota Wealth Management first reported a position in Maximus in Q2 2022 and held it in 7 quarters.
  • Dakota Wealth Management's Maximus position peaked at $268K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.