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Patriot Financial Group Insurance Agency’s Maximus MMS Stock Holding History

Patriot Financial Group Insurance Agency’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
-977
Closed -$61K – 1337
2022
Q2 		$61K Buy
977
+2
+0.2% +$135 0.01% 670
2022
Q1 		$73K Buy
975
+1
+0.1% +$77 0.01% 673
2021
Q4 		$77K Buy
974
+2
+0.2% +$163 0.01% 730
2021
Q3 		$81K Buy
972
+1
+0.1% +$86 0.01% 714
2021
Q2 		$85K Buy
971
+2
+0.2% +$183 0.02% 682
2021
Q1 		$86K Buy
969
+1
+0.1% +$82 0.02% 600
2020
Q4 		$71K Sell
968
-3
-0.3% -$213 0.02% 584
2020
Q3 		$66K Buy
971
+2
+0.2% +$147 0.02% 480
2020
Q2 		$68K Buy
969
+2
+0.2% +$134 0.03% 439
2020
Q1 		$56K Buy
967
+1
+0.1% +$68 0.03% 432
2019
Q4 		$72K Buy
966
+2
+0.2% +$150 0.03% 405
2019
Q3 		$74K Buy
964
+2
+0.2% +$152 0.03% 361
2019
Q2 		$70K Buy
962
+2
+0.2% +$145 0.03% 382
2019
Q1 		$68K Buy
960
+1
+0.1% +$70 0.03% 338
2018
Q4 		$62K Sell
959
-191
-17% -$12.6K 0.04% 286
2018
Q3 		$75K Buy
1,150
+500
+77% +$32.5K 0.04% 245
2018
Q2 		$40K Sell
650
-100
-13% -$6.48K 0.04% 207
2018
Q1 		$49K Hold
750
– – 0.04% 318
2017
Q4 		$53K Hold
750
– – 0.04% 289
2017
Q3 		$49K Hold
750
– – 0.04% 263
2017
Q2 		$46K Hold
750
– – 0.05% 252
2017
Q1 		$46K Buy
750
+250
+50% +$14.7K 0.05% 234
2016
Q4 		$29K Buy
+500
New +$27.2K 0.04% 293

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MMS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Maximus (MMS) in Q3 2022, closing a stake of 977 shares — an estimated $61K sold.

Patriot Financial Group Insurance Agency first reported a position in MMS in Q4 2016 and held it in 23 quarters. The position peaked at $86K in Q1 2021. 297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 977 Maximus shares in Q3 2022, an estimated $61K.
  • Patriot Financial Group Insurance Agency first reported a position in Maximus in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Maximus position peaked at $86K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.