RJFSA
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Raymond James Financial Services Advisors’s Maximus MMS Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$633K Sell
6,793
-644
-9% -$57.6K ﹤0.01% 2461
2024
Q2 		$637K Sell
7,437
-543
-7% -$45.6K ﹤0.01% 2371
2024
Q1 		$670K Sell
7,980
-2,401
-23% -$197K ﹤0.01% 2306
2023
Q4 		$871K Sell
10,381
-777
-7% -$62K ﹤0.01% 2068
2023
Q3 		$833K Sell
11,158
-2,060
-16% -$168K ﹤0.01% 2020
2023
Q2 		$1.12M Sell
13,218
-242
-2% -$19.9K ﹤0.01% 1864
2023
Q1 		$1.06M Sell
13,460
-5,507
-29% -$424K ﹤0.01% 1870
2022
Q4 		$1.39M Sell
18,967
-3,763
-17% -$243K ﹤0.01% 1642
2022
Q3 		$1.31M Sell
22,730
-5,125
-18% -$319K ﹤0.01% 1669
2022
Q2 		$1.74M Sell
27,855
-1,996
-7% -$135K ﹤0.01% 1517
2022
Q1 		$2.24M Sell
29,851
-24,340
-45% -$1.86M ﹤0.01% 1414
2021
Q4 		$4.32M Sell
54,191
-98,576
-65% -$8.06M 0.01% 1085
2021
Q3 		$12.7M Buy
152,767
+6,301
+4% +$540K 0.03% 575
2021
Q2 		$12.9M Buy
146,466
+2,629
+2% +$241K 0.03% 574
2021
Q1 		$12.8M Buy
143,837
+5,341
+4% +$437K 0.03% 526
2020
Q4 		$10.1M Buy
138,496
+129,160
+1,383% +$9.16M 0.03% 556
2020
Q3 		$639K Buy
9,336
+3,836
+70% +$282K ﹤0.01% 1822
2020
Q2 		$387K Sell
5,500
-304
-5% -$20.4K ﹤0.01% 2083
2020
Q1 		$338K Buy
+5,804
New +$394K ﹤0.01% 1782

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Raymond James Financial Services Advisors's MMS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Maximus (MMS) stake by 8.7% in Q3 2024, selling an estimated $57.6K and leaving 6,793 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Raymond James Financial Services Advisors first reported a position in MMS in Q1 2020 and has held it in 19 quarters since. The position peaked at $12.9M in Q2 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Raymond James Financial Services Advisors held 6,793 shares of Maximus worth $633K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 644 Maximus shares in Q3 2024, an estimated $57.6K.
  • Maximus made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2461 holding.
  • Raymond James Financial Services Advisors first reported a position in Maximus in Q1 2020 and has held it in 19 quarters since.
  • Raymond James Financial Services Advisors's Maximus position peaked at $12.9M in Q2 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.