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Marks Group Wealth Management’s Maximus MMS Stock Holding History

Marks Group 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
2024
Q1 		– Sell
-36,030
Closed -$3.02M – 304
2023
Q4 		$3.02M Sell
36,030
-51,296
-59% -$4.09M 0.34% 93
2023
Q3 		$6.52M Sell
87,326
-161
-0.2% -$13.1K 0.81% 50
2023
Q2 		$7.39M Sell
87,487
-3,526
-4% -$290K 0.88% 36
2023
Q1 		$7.16M Sell
91,013
-461
-0.5% -$35.5K 0.92% 26
2022
Q4 		$6.71M Buy
91,474
+37,482
+69% +$2.42M 0.92% 26
2022
Q3 		$3.13M Sell
53,992
-35,739
-40% -$2.23M 0.48% 79
2022
Q2 		$5.61M Buy
89,731
+7,818
+10% +$529K 0.81% 49
2022
Q1 		$6.14M Buy
81,913
+10,013
+14% +$766K 0.77% 47
2021
Q4 		$5.7M Buy
71,900
+8,973
+14% +$733K 0.7% 60
2021
Q3 		$5.21M Buy
62,927
+777
+1% +$66.6K 0.71% 62
2021
Q2 		$5.48M Sell
62,150
-2,990
-5% -$274K 0.75% 60
2021
Q1 		$5.81M Buy
65,140
+1,929
+3% +$158K 0.86% 32
2020
Q4 		$4.63M Buy
63,211
+539
+0.9% +$38.2K 0.72% 61
2020
Q3 		$4.29M Sell
62,672
-965
-2% -$71K 0.77% 59
2020
Q2 		$4.49M Sell
63,637
-595
-0.9% -$40K 0.91% 28
2020
Q1 		$3.75M Buy
64,232
+24,530
+62% +$1.67M 0.97% 20
2019
Q4 		$2.95M Buy
+39,702
New +$2.98M 0.58% 77

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Marks Group Wealth Management's MMS Position: Q1 2024 in Review

Marks Group Wealth Management sold out of Maximus (MMS) in Q1 2024, closing a stake of 36,030 shares — an estimated $3.02M sold.

Marks Group Wealth Management first reported a position in MMS in Q4 2019 and held it in 17 quarters. The position peaked at $7.39M in Q2 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Marks Group Wealth Management reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 36,030 Maximus shares in Q1 2024, an estimated $3.02M.
  • Marks Group Wealth Management first reported a position in Maximus in Q4 2019 and held it in 17 quarters.
  • Marks Group Wealth Management's Maximus position peaked at $7.39M in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Marks Group Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.