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GW Henssler & Associates’s Maximus MMS Stock Holding History

GW Henssler & Associates’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
2021
Q2 		– Sell
-8,084
Closed -$720K – 250
2021
Q1 		$720K Sell
8,084
-32
-0.4% -$2.62K 0.05% 100
2020
Q4 		$594K Buy
8,116
+129
+2% +$9.15K 0.05% 104
2020
Q3 		$546K Hold
7,987
– – 0.05% 101
2020
Q2 		$563K Sell
7,987
-1,193
-13% -$80.2K 0.05% 94
2020
Q1 		$534K Sell
9,180
-343
-4% -$23.3K 0.05% 93
2019
Q4 		$708K Buy
9,523
+2,123
+29% +$160K 0.06% 101
2019
Q3 		$572K Sell
7,400
-1,300
-15% -$98.7K 0.05% 102
2019
Q2 		$631K Sell
8,700
-6,794
-44% -$493K 0.06% 99
2019
Q1 		$1.1M Buy
+15,494
New +$1.09M 0.1% 93
2018
Q1 		– Sell
-3,237
Closed -$232K – 136
2017
Q4 		$232K Sell
3,237
-34
-1% -$2.29K 0.02% 130
2017
Q3 		$211K Hold
3,271
– – 0.02% 133
2017
Q2 		$205K Buy
+3,271
New +$203K 0.02% 139
2015
Q2 		– Sell
-4,625
Closed -$309K – 179
2015
Q1 		$309K Buy
4,625
+138
+3% +$8.2K 0.04% 141
2014
Q4 		$246K Buy
+4,487
New +$218K 0.03% 142

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

GW Henssler & Associates's MMS Position: Q2 2021 in Review

GW Henssler & Associates sold out of Maximus (MMS) in Q2 2021, closing a stake of 8,084 shares — an estimated $720K sold.

GW Henssler & Associates first reported a position in MMS in Q4 2014 and held it in 14 quarters. The position peaked at $1.1M in Q1 2019. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

  • GW Henssler & Associates reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 8,084 Maximus shares in Q2 2021, an estimated $720K.
  • GW Henssler & Associates first reported a position in Maximus in Q4 2014 and held it in 14 quarters.
  • GW Henssler & Associates's Maximus position peaked at $1.1M in Q1 2019.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on GW Henssler & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.