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Insigneo Advisory Services’s Maximus MMS Stock Holding History

Insigneo Advisory 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
Q4 		– Sell
-2,449
Closed -$228K – 665
2024
Q3 		$228K Sell
2,449
-105
-4% -$9.38K 0.02% 519
2024
Q2 		$225K Buy
+2,554
New +$215K 0.03% 478

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

Insigneo Advisory Services's MMS Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Maximus (MMS) in Q4 2024, closing a stake of 2,449 shares — an estimated $228K sold.

Insigneo Advisory Services first reported a position in MMS in Q2 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,449 Maximus shares in Q4 2024, an estimated $228K.
  • Insigneo Advisory Services first reported a position in Maximus in Q2 2024 and held it in 2 quarters.
  • Insigneo Advisory Services's Maximus position peaked at $228K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.