PFO
MMS icon

Pathstone Family Office’s Maximus MMS Stock Holding History

Pathstone Family Office’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
2022
Q3 		– Sell
-7,415
Closed -$464K – 1268
2022
Q2 		$464K Sell
7,415
-284
-4% -$19.2K 0.01% 609
2022
Q1 		$577K Buy
+7,699
New +$589K 0.01% 491
2021
Q4 		– Sell
-7,680
Closed -$638K – 940
2021
Q3 		$638K Sell
7,680
-257
-3% -$22K 0.02% 425
2021
Q2 		$698K Buy
7,937
+2,218
+39% +$203K 0.02% 373
2021
Q1 		$509K Buy
+5,719
New +$468K 0.02% 337

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's MMS Position: Q3 2022 in Review

Pathstone Family Office sold out of Maximus (MMS) in Q3 2022, closing a stake of 7,415 shares — an estimated $464K sold.

Pathstone Family Office first reported a position in MMS in Q1 2021 and held it in 5 quarters. The position peaked at $698K in Q2 2021. 296 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Pathstone Family Office reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
  • Pathstone Family Office sold 7,415 Maximus shares in Q3 2022, an estimated $464K.
  • Pathstone Family Office first reported a position in Maximus in Q1 2021 and held it in 5 quarters.
  • Pathstone Family Office's Maximus position peaked at $698K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Pathstone Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.