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Moneta Group Investment Advisors’s Maximus MMS Stock Holding History

Moneta Group Investment 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
2021
Q3 		– Sell
-2,364
Closed -$208K – 468
2021
Q2 		$208K Buy
2,364
+6
+0.3% +$550 0.01% 427
2021
Q1 		$210K Buy
+2,358
New +$193K 0.01% 396

Other funds holding MMS

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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Moneta Group Investment Advisors's MMS Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Maximus (MMS) in Q3 2021, closing a stake of 2,364 shares — an estimated $208K sold.

Moneta Group Investment Advisors first reported a position in MMS in Q1 2021 and held it in 2 quarters. The position peaked at $210K in Q1 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining Maximus position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,364 Maximus shares in Q3 2021, an estimated $208K.
  • Moneta Group Investment Advisors first reported a position in Maximus in Q1 2021 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Maximus position peaked at $210K in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.