Plante Moran Financial Advisors’s Maximus MMS Stock Holding History

Plante Moran Financial Advisors’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
2021 Q2	–	Sell	-50	Closed	-$4K	–	1028
2021 Q1	$4K	Buy	+50	New	+$4.09K	﹤0.01%	816
2015 Q1	–	Sell	-1,116	Closed	-$61K	–	766
2014 Q4	$61K	Buy	1,116 +1	+0.1%	+$49	0.04%	248
2014 Q3	$45K	Buy	1,115 +1	+0.1%	+$41	0.04%	272
2014 Q2	$48K	Buy	1,114 +1	+0.1%	+$43	0.04%	239
2014 Q1	$50K	Sell	1,113 -1,111	-50%	-$50.2K	0.05%	171
2013 Q4	$98K	Buy	2,224 +22	+1%	+$1.01K	0.06%	156
2013 Q3	$99K	Buy	2,202 +26	+1%	+$1.01K	0.06%	114
2013 Q2	$81K	Buy	+2,176	New	+$83.2K	0.06%	121

Other funds holding MMS

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Plante Moran Financial Advisors's MMS Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Maximus (MMS) in Q2 2021, closing a stake of 50 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in MMS in Q2 2013 and held it in 8 quarters. The position peaked at $99K in Q3 2013. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

Plante Moran Financial Advisors reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 50 Maximus shares in Q2 2021, an estimated $4K.
Plante Moran Financial Advisors first reported a position in Maximus in Q2 2013 and held it in 8 quarters.
Plante Moran Financial Advisors's Maximus position peaked at $99K in Q3 2013.
354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.