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Phoenix Financial’s Maximus MMS Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-4,460
Closed -$373K – 408
2024
Q1 		$373K Buy
+4,460
New +$367K 0.01% 298

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Phoenix Financial's MMS Position: Q2 2024 in Review

Phoenix Financial sold out of Maximus (MMS) in Q2 2024, closing a stake of 4,460 shares — an estimated $373K sold.

Phoenix Financial first reported a position in MMS in Q1 2024 and held it in 1 quarter. The position peaked at $373K in Q1 2024. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Phoenix Financial reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 4,460 Maximus shares in Q2 2024, an estimated $373K.
  • Phoenix Financial first reported a position in Maximus in Q1 2024 and held it in 1 quarter.
  • Phoenix Financial's Maximus position peaked at $373K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.