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Long Run Wealth Advisors’s Maximus MMS Stock Holding History

Long Run Wealth 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
2024
Q2 		– Sell
-35,396
Closed -$2.97M – 103
2024
Q1 		$2.97M Buy
35,396
+1,606
+5% +$132K 0.78% 38
2023
Q4 		$2.83M Buy
33,790
+3,005
+10% +$240K 0.82% 37
2023
Q3 		$2.3M Buy
30,785
+1,326
+5% +$108K 0.75% 38
2023
Q2 		$2.49M Sell
29,459
-266
-0.9% -$21.9K 0.79% 33
2023
Q1 		$2.34M Sell
29,725
-3,574
-11% -$275K 0.8% 35
2022
Q4 		$2.44M Buy
33,299
+348
+1% +$22.5K 0.88% 33
2022
Q3 		$1.91M Buy
32,951
+7,367
+29% +$459K 0.76% 38
2022
Q2 		$1.6M Buy
25,584
+368
+1% +$24.9K 0.62% 41
2022
Q1 		$1.89M Buy
25,216
+2,291
+10% +$175K 0.66% 38
2021
Q4 		$1.83M Buy
+22,925
New +$1.87M 0.63% 41

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
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
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

Long Run Wealth Advisors's MMS Position: Q2 2024 in Review

Long Run Wealth Advisors sold out of Maximus (MMS) in Q2 2024, closing a stake of 35,396 shares — an estimated $2.97M sold.

Long Run Wealth Advisors first reported a position in MMS in Q4 2021 and held it in 10 quarters. The position peaked at $2.97M in Q1 2024. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Long Run Wealth Advisors reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
  • Long Run Wealth Advisors sold 35,396 Maximus shares in Q2 2024, an estimated $2.97M.
  • Long Run Wealth Advisors first reported a position in Maximus in Q4 2021 and held it in 10 quarters.
  • Long Run Wealth Advisors's Maximus position peaked at $2.97M in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Long Run Wealth Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.