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MinichMacGregor Wealth Management’s Maximus MMS Stock Holding History

MinichMacGregor 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
Q1 		– Sell
-179
Closed -$13.1K – 420
2022
Q4 		$13.1K Buy
+179
New +$11.6K ﹤0.01% 381

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's MMS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Maximus (MMS) in Q1 2023, closing a stake of 179 shares — an estimated $13.1K sold.

MinichMacGregor Wealth Management first reported a position in MMS in Q4 2022 and held it in 1 quarter. The position peaked at $13.1K in Q4 2022. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 179 Maximus shares in Q1 2023, an estimated $13.1K.
  • MinichMacGregor Wealth Management first reported a position in Maximus in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Maximus position peaked at $13.1K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.