Sowell Financial Services’s Maximus MMS Stock Holding History

Sowell Financial Services’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	-213	Closed	-$20K	–	1873
2021 Q1	$20K	Buy	213 +98	+85%	+$8.01K	﹤0.01%	2063
2020 Q4	$8K	Buy	+115	New	+$8.16K	﹤0.01%	2116
2020 Q2	–	Sell	-70	Closed	-$4K	–	2593
2020 Q1	$4K	Buy	+70	New	+$4.75K	﹤0.01%	1912

Other funds holding MMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Janus Henderson Group

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return