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Realta Investment Advisors’s Maximus MMS Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-1,304
Closed -$103K – 1643
2019
Q3 		$103K Buy
+1,304
New +$99K 0.03% 492
2019
Q2 		– Sell
-2,716
Closed -$197K – 1771
2019
Q1 		$191K Buy
+2,716
New +$190K 0.09% 273

Other funds holding MMS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Realta Investment Advisors's MMS Position: Q4 2019 in Review

Realta Investment Advisors sold out of Maximus (MMS) in Q4 2019, closing a stake of 1,304 shares — an estimated $103K sold.

Realta Investment Advisors first reported a position in MMS in Q1 2019 and held it in 2 quarters. The position peaked at $191K in Q1 2019. 322 funds tracked by Wall St. Rank hold MMS as of Q4 2019.

  • Realta Investment Advisors reported no remaining Maximus position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,304 Maximus shares in Q4 2019, an estimated $103K.
  • Realta Investment Advisors first reported a position in Maximus in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Maximus position peaked at $191K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.