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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 – 1872
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 – 2587
2020
Q1 		$4K Buy
+70
New +$4.75K ﹤0.01% 1912

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 $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Sowell Financial Services's MMS Position: Q2 2021 in Review

Sowell Financial Services sold out of Maximus (MMS) in Q2 2021, closing a stake of 213 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in MMS in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

  • Sowell Financial Services reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 213 Maximus shares in Q2 2021, an estimated $20K.
  • Sowell Financial Services first reported a position in Maximus in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Maximus position peaked at $20K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.