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Kingsview Wealth Management’s Maximus MMS Stock Holding History

Kingsview 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
2023
Q2 		– Sell
-14,145
Closed -$1.11M – 954
2023
Q1 		$1.11M Buy
+14,145
New +$1.09M 0.05% 363

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kingsview Wealth Management's MMS Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Maximus (MMS) in Q2 2023, closing a stake of 14,145 shares — an estimated $1.11M sold.

Kingsview Wealth Management first reported a position in MMS in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 304 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 14,145 Maximus shares in Q2 2023, an estimated $1.11M.
  • Kingsview Wealth Management first reported a position in Maximus in Q1 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Maximus position peaked at $1.11M in Q1 2023.
  • 304 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.