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Newbridge Financial Services Group’s Maximus MMS Stock Holding History

Newbridge Financial Services Group’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
-23
Closed -$1.93K – 1247
2023
Q4 		$1.93K Hold
23
– – ﹤0.01% 973
2023
Q3 		$1.72K Hold
23
– – ﹤0.01% 1094
2023
Q2 		$1.94K Hold
23
– – ﹤0.01% 1136
2023
Q1 		$1.81K Hold
23
– – ﹤0.01% 1209
2022
Q4 		$1.69K Hold
23
– – ﹤0.01% 1245
2022
Q3 		$1K Hold
23
– – ﹤0.01% 1312
2022
Q2 		$1K Hold
23
– – ﹤0.01% 1287
2022
Q1 		$2K Hold
23
– – ﹤0.01% 1300
2021
Q4 		$2K Buy
+23
New +$1.88K ﹤0.01% 1248

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

Newbridge Financial Services Group's MMS Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Maximus (MMS) in Q1 2024, closing a stake of 23 shares — an estimated $1.93K sold.

Newbridge Financial Services Group first reported a position in MMS in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 23 Maximus shares in Q1 2024, an estimated $1.93K.
  • Newbridge Financial Services Group first reported a position in Maximus in Q4 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's Maximus position peaked at $2K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.