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Kapitalo Investimentos’s Maximus MMS Stock Holding History

Kapitalo Investimentos’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
-3,559
Closed -$332K – 326
2024
Q3 		$332K Buy
+3,559
New +$318K 0.08% 86
2024
Q1 		– Sell
-617
Closed -$51.7K – 447
2023
Q4 		$51.7K Buy
+617
New +$49.2K 0.01% 459
2023
Q3 		– Sell
-522
Closed -$44.1K – 634
2023
Q2 		$44.1K Sell
522
-3,121
-86% -$257K 0.01% 409
2023
Q1 		$287K Buy
+3,643
New +$281K 0.09% 85

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

Kapitalo Investimentos's MMS Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Maximus (MMS) in Q4 2024, closing a stake of 3,559 shares — an estimated $332K sold.

Kapitalo Investimentos first reported a position in MMS in Q1 2023 and held it in 4 quarters. The position peaked at $332K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,559 Maximus shares in Q4 2024, an estimated $332K.
  • Kapitalo Investimentos first reported a position in Maximus in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Maximus position peaked at $332K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.