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Ropes Wealth Advisors’s Maximus MMS Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-26
Closed -$2K – 572
2020
Q4 		$2K Buy
+26
New +$1.84K ﹤0.01% 650
2018
Q1 		– Sell
-229
Closed -$16K – 688
2017
Q4 		$16K Hold
229
– – ﹤0.01% 475
2017
Q3 		$15K Buy
+229
New +$14K ﹤0.01% 456
2015
Q4 		– Sell
-1,800
Closed -$107K – 506
2015
Q3 		$107K Buy
+1,800
New +$114K 0.06% 182

Other funds holding MMS

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ropes Wealth Advisors's MMS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Maximus (MMS) in Q1 2021, closing a stake of 26 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in MMS in Q3 2015 and held it in 4 quarters. The position peaked at $107K in Q3 2015. 324 funds tracked by Wall St. Rank hold MMS as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Maximus position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 26 Maximus shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Maximus in Q3 2015 and held it in 4 quarters.
  • Ropes Wealth Advisors's Maximus position peaked at $107K in Q3 2015.
  • 324 funds tracked by Wall St. Rank held Maximus as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.