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HC Financial Advisors’s Maximus MMS Stock Holding History

HC Financial Advisors’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
2022
Q2 		– Sell
-166
Closed -$12K – 348
2022
Q1 		$12K Hold
166
– – 0.01% 225
2021
Q4 		$13K Hold
166
– – 0.01% 234
2021
Q3 		$14K Hold
166
– – 0.01% 219
2021
Q2 		$15K Hold
166
– – 0.01% 212
2021
Q1 		$15K Hold
166
– – 0.01% 216
2020
Q4 		$12K Hold
166
– – 0.01% 250
2020
Q3 		$11K Hold
166
– – 0.01% 245
2020
Q2 		$12K Hold
166
– – 0.01% 221
2020
Q1 		$10K Buy
+166
New +$11.3K 0.01% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's MMS Position: Q2 2022 in Review

HC Financial Advisors sold out of Maximus (MMS) in Q2 2022, closing a stake of 166 shares — an estimated $12K sold.

HC Financial Advisors first reported a position in MMS in Q1 2020 and held it in 9 quarters. The position peaked at $15K in Q2 2021. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

  • HC Financial Advisors reported no remaining Maximus position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 166 Maximus shares in Q2 2022, an estimated $12K.
  • HC Financial Advisors first reported a position in Maximus in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors's Maximus position peaked at $15K in Q2 2021.
  • 308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.