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LGT Financial Advisors’s Maximus MMS Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-46
Closed -$3.43K – 566
2024
Q4 		$3.43K Hold
46
– – 0.01% 605
2024
Q3 		$4.29K Hold
46
– – 0.01% 558
2024
Q2 		$3.94K Hold
46
– – 0.01% 633
2024
Q1 		$3.86K Hold
46
– – ﹤0.01% 662
2023
Q4 		$3.86K Hold
46
– – ﹤0.01% 680
2023
Q3 		$3.44K Buy
+46
New +$3.74K ﹤0.01% 699

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LGT Financial Advisors's MMS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Maximus (MMS) in Q1 2025, closing a stake of 46 shares — an estimated $3.43K sold.

LGT Financial Advisors first reported a position in MMS in Q3 2023 and held it in 6 quarters. The position peaked at $4.29K in Q3 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 46 Maximus shares in Q1 2025, an estimated $3.43K.
  • LGT Financial Advisors first reported a position in Maximus in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Maximus position peaked at $4.29K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.