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Prestige Wealth Management Group’s Maximus MMS Stock Holding History

Prestige Wealth Management Group’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
Q4 		– Sell
-9
Closed -$839 – 1060
2024
Q3 		$839 Hold
9
– – ﹤0.01% 905
2024
Q2 		$772 Hold
9
– – ﹤0.01% 861
2024
Q1 		$756 Hold
9
– – ﹤0.01% 902
2023
Q4 		$755 Hold
9
– – ﹤0.01% 887
2023
Q3 		$673 Hold
9
– – ﹤0.01% 930
2023
Q2 		$761 Hold
9
– – ﹤0.01% 939
2023
Q1 		$709 Hold
9
– – ﹤0.01% 934
2022
Q4 		$660 Hold
9
– – ﹤0.01% 1025
2022
Q3 		$1K Buy
+9
New +$561 ﹤0.01% 878

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
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
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
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

Prestige Wealth Management Group's MMS Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of Maximus (MMS) in Q4 2024, closing a stake of 9 shares — an estimated $839 sold.

Prestige Wealth Management Group first reported a position in MMS in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9 Maximus shares in Q4 2024, an estimated $839.
  • Prestige Wealth Management Group first reported a position in Maximus in Q3 2022 and held it in 9 quarters.
  • Prestige Wealth Management Group's Maximus position peaked at $1K in Q3 2022.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.