NewSquare Capital’s Maximus MMS Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-36	Closed	-$2.83K	–	906
2023 Q1	$2.83K	Buy	+36	New	+$2.77K	﹤0.01%	534

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

NewSquare Capital's MMS Position: Q2 2023 in Review

NewSquare Capital sold out of Maximus (MMS) in Q2 2023, closing a stake of 36 shares — an estimated $2.83K sold.

NewSquare Capital first reported a position in MMS in Q1 2023 and held it in 1 quarter. The position peaked at $2.83K in Q1 2023. 303 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

NewSquare Capital reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
NewSquare Capital sold 36 Maximus shares in Q2 2023, an estimated $2.83K.
NewSquare Capital first reported a position in Maximus in Q1 2023 and held it in 1 quarter.
NewSquare Capital's Maximus position peaked at $2.83K in Q1 2023.
303 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.