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Harvest Group Wealth Management’s Maximus MMS Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-3
Closed – – 439
2020
Q4 		$0 Hold
3
– – ﹤0.01% 772
2020
Q3 		$0 Hold
3
– – ﹤0.01% 727
2020
Q2 		$0 Hold
3
– – ﹤0.01% 708
2020
Q1 		$0 Buy
+3
New +$204 ﹤0.01% 792

Other funds holding MMS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Harvest Group Wealth Management's MMS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Maximus (MMS) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in MMS in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 324 funds tracked by Wall St. Rank hold MMS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Maximus position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Maximus shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Maximus in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Maximus position peaked at $0 in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Maximus as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.