Financial Gravity Asset Management’s Maximus MMS Stock Holding History

Financial Gravity Asset 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 Q1	–	Hold	0	–	–	–	1910
2020 Q2	–	Sell	-12	Closed	-$702	–	542
2020 Q1	$702	Sell	12 -1	-8%	-$68	﹤0.01%	509
2019 Q4	$74K	Sell	13 -9	-41%	-$676	0.05%	453
2019 Q3	$2K	Buy	22 +15	+214%	+$1.14K	﹤0.01%	909
2019 Q2	$0	Buy	7 +6	+600%	+$435	﹤0.01%	1508
2019 Q1	$0	Buy	+1	New	+$70	﹤0.01%	1456
2018 Q2	–	Sell	-75	Closed	-$5K	–	1538
2018 Q1	$5K	Buy	+75	New	+$5.1K	0.01%	736

Other funds holding MMS

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

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

Financial Gravity Asset Management's MMS Position: Q1 2024 in Review

Financial Gravity Asset Management held its Maximus (MMS) position steady in Q1 2024 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Financial Gravity Asset Management first reported a position in MMS in Q1 2018 and has held it in 6 quarters since. The position peaked at $74K in Q4 2019. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Maximus worth $15 as of Q1 2024.
Financial Gravity Asset Management left its Maximus share count unchanged in Q1 2024.
Maximus made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1910 holding.
Financial Gravity Asset Management first reported a position in Maximus in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's Maximus position peaked at $74K in Q4 2019.
351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.