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Glassman Wealth Services’s Maximus MMS Stock Holding History

Glassman Wealth Services’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 		– Sell
-4
Closed -$335 – 1167
2023
Q4 		$335 Hold
4
– – ﹤0.01% 1801
2023
Q3 		$299 Hold
4
– – ﹤0.01% 1830
2023
Q2 		$338 Hold
4
– – ﹤0.01% 1714
2023
Q1 		$315 Hold
4
– – ﹤0.01% 1696
2022
Q4 		$293 Sell
4
-8
-67% -$516 ﹤0.01% 1719
2022
Q3 		$1K Buy
12
+8
+200% +$499 ﹤0.01% 1457
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1879
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1826
2021
Q4 		$0 Sell
4
-31,448
-100% -$2.57M ﹤0.01% 1801
2021
Q3 		$2.62M Buy
31,452
+17,500
+125% +$1.5M 0.55% 20
2021
Q2 		$1.23M Sell
13,952
-35,000
-71% -$3.21M 0.26% 32
2021
Q1 		$4.36M Buy
48,952
+35,000
+251% +$2.86M 0.93% 16
2020
Q4 		$1.02M Buy
13,952
+13,948
+348,700% +$989K 0.24% 42
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1430
2020
Q2 		$0 Sell
4
-31,401
-100% -$2.11M ﹤0.01% 1420
2020
Q1 		$1.83M Sell
31,405
-34,993
-53% -$2.38M 0.71% 16
2019
Q4 		$4.94M Sell
66,398
-12,589
-16% -$946K 1.87% 11
2019
Q3 		$6.1M Sell
78,987
-35,000
-31% -$2.66M 2.46% 9
2019
Q2 		$8.27M Sell
113,987
-35,000
-23% -$2.54M 3.34% 8
2019
Q1 		$10.6M Buy
+148,987
New +$10.4M 4.6% 7
2015
Q1 		– Sell
-465
Closed -$26K – 451
2014
Q4 		$26K Buy
+465
New +$22.6K 0.02% 215

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Glassman Wealth Services's MMS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Maximus (MMS) in Q1 2024, closing a stake of 4 shares — an estimated $335 sold.

Glassman Wealth Services first reported a position in MMS in Q4 2014 and held it in 21 quarters. The position peaked at $10.6M in Q1 2019. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Maximus shares in Q1 2024, an estimated $335.
  • Glassman Wealth Services first reported a position in Maximus in Q4 2014 and held it in 21 quarters.
  • Glassman Wealth Services's Maximus position peaked at $10.6M in Q1 2019.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.