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Parisi Gray Wealth Management’s Maximus MMS Stock Holding History

Parisi Gray 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
2018
Q3 		– Sell
-34
Closed -$2K – 593
2018
Q2 		$2K Hold
34
– – ﹤0.01% 565
2018
Q1 		$2K Hold
34
– – ﹤0.01% 566
2017
Q4 		$2K Buy
+34
New +$2.29K ﹤0.01% 611

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parisi Gray Wealth Management's MMS Position: Q3 2018 in Review

Parisi Gray Wealth Management sold out of Maximus (MMS) in Q3 2018, closing a stake of 34 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in MMS in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 294 funds tracked by Wall St. Rank hold MMS as of Q3 2018.

  • Parisi Gray Wealth Management reported no remaining Maximus position as of Q3 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 34 Maximus shares in Q3 2018, an estimated $2K.
  • Parisi Gray Wealth Management first reported a position in Maximus in Q4 2017 and held it in 3 quarters.
  • Parisi Gray Wealth Management's Maximus position peaked at $2K in Q2 2018.
  • 294 funds tracked by Wall St. Rank held Maximus as of Q3 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.