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Sutton Wealth Advisors’s Maximus MMS Stock Holding History

Sutton 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
2023
Q1 		– Sell
-14
Closed -$1.03K – 1259
2022
Q4 		$1.03K Sell
14
-1
-7% -$65 ﹤0.01% 1317
2022
Q3 		$868 Buy
+15
New +$935 ﹤0.01% 1332
2022
Q2 		– Sell
-9
Closed -$675 – 1682
2022
Q1 		$675 Hold
9
– – ﹤0.01% 1437
2021
Q4 		$717 Buy
+9
New +$736 ﹤0.01% 1421

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's MMS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Maximus (MMS) in Q1 2023, closing a stake of 14 shares — an estimated $1.03K sold.

Sutton Wealth Advisors first reported a position in MMS in Q4 2021 and held it in 4 quarters. The position peaked at $1.03K in Q4 2022. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 14 Maximus shares in Q1 2023, an estimated $1.03K.
  • Sutton Wealth Advisors first reported a position in Maximus in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Maximus position peaked at $1.03K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.