Lake Point Wealth Management’s Maximus MMS Stock Holding History

Lake Point 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	$53K	Hold	856	–	–	0.03%	62
2022 Q1	$64K	Hold	856	–	–	0.03%	55
2021 Q4	$68K	Hold	856	–	–	0.03%	61
2021 Q3	$71K	Hold	856	–	–	0.03%	50
2021 Q2	$75K	Buy	+856	New	+$78.4K	0.04%	48
2020 Q1	$50K	Sell	856 -450	-34%	-$30.6K	0.04%	43
2019 Q4	$97K	Buy	+1,306	New	+$98.1K	0.03%	78

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's MMS Position: Q2 2022 in Review

Lake Point Wealth Management held its Maximus (MMS) position steady in Q2 2022 at 856 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #62.

Lake Point Wealth Management first reported a position in MMS in Q4 2019 and has held it in 7 quarters since. The position peaked at $97K in Q4 2019. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

Lake Point Wealth Management held 856 shares of Maximus worth $53K as of Q2 2022.
Lake Point Wealth Management left its Maximus share count unchanged in Q2 2022.
Maximus made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #62 holding.
Lake Point Wealth Management first reported a position in Maximus in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Maximus position peaked at $97K in Q4 2019.
308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.