JWM
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Janiczek Wealth Management’s Maximus MMS Stock Holding History

Janiczek 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
2022
Q2 		– Sell
-631
Closed -$47K – 1030
2022
Q1 		$47K Sell
631
-96
-13% -$7.35K 0.01% 310
2021
Q4 		$58K Sell
727
-246
-25% -$20.1K 0.02% 284
2021
Q3 		$81K Buy
973
+60
+7% +$5.14K 0.03% 204
2021
Q2 		$80K Buy
913
+56
+7% +$5.13K 0.03% 183
2021
Q1 		$76K Buy
857
+176
+26% +$14.4K 0.03% 178
2020
Q4 		$50K Buy
681
+537
+373% +$38.1K 0.02% 204
2020
Q3 		$10K Buy
+144
New +$10.6K 0.01% 240

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

Janiczek Wealth Management's MMS Position: Q2 2022 in Review

Janiczek Wealth Management sold out of Maximus (MMS) in Q2 2022, closing a stake of 631 shares — an estimated $47K sold.

Janiczek Wealth Management first reported a position in MMS in Q3 2020 and held it in 7 quarters. The position peaked at $81K in Q3 2021. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

  • Janiczek Wealth Management reported no remaining Maximus position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 631 Maximus shares in Q2 2022, an estimated $47K.
  • Janiczek Wealth Management first reported a position in Maximus in Q3 2020 and held it in 7 quarters.
  • Janiczek Wealth Management's Maximus position peaked at $81K in Q3 2021.
  • 308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.