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Gilliland Jeter Wealth Management’s Maximus MMS Stock Holding History

Gilliland Jeter 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
-34
Closed -$3.17K – 461
2024
Q3 		$3.17K Hold
34
– – ﹤0.01% 574
2024
Q2 		$2.91K Hold
34
– – ﹤0.01% 573
2024
Q1 		$2.85K Buy
+34
New +$2.8K ﹤0.01% 542

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

Gilliland Jeter Wealth Management's MMS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Maximus (MMS) in Q4 2024, closing a stake of 34 shares — an estimated $3.17K sold.

Gilliland Jeter Wealth Management first reported a position in MMS in Q1 2024 and held it in 3 quarters. The position peaked at $3.17K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 34 Maximus shares in Q4 2024, an estimated $3.17K.
  • Gilliland Jeter Wealth Management first reported a position in Maximus in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Maximus position peaked at $3.17K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.