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TCI Wealth Advisors’s Maximus MMS Stock Holding History

TCI 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
Q2 		– Sell
-56
Closed -$4.41K – 1415
2023
Q1 		$4.41K Hold
56
– – ﹤0.01% 1612
2022
Q4 		$4.11K Sell
56
-186
-77% -$12K ﹤0.01% 1657
2022
Q3 		$14K Buy
242
+57
+31% +$3.55K ﹤0.01% 832
2022
Q2 		$12K Sell
185
-62
-25% -$4.19K ﹤0.01% 907
2022
Q1 		$19K Buy
247
+142
+135% +$10.9K ﹤0.01% 720
2021
Q4 		$8K Hold
105
– – ﹤0.01% 1341
2021
Q3 		$9K Hold
105
– – ﹤0.01% 1180
2021
Q2 		$9K Hold
105
– – ﹤0.01% 1049
2021
Q1 		$9K Buy
+105
New +$8.59K ﹤0.01% 920
2020
Q1 		– Sell
-49
Closed -$4K – 1655
2019
Q4 		$4K Buy
+49
New +$3.68K ﹤0.01% 930

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCI Wealth Advisors's MMS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Maximus (MMS) in Q2 2023, closing a stake of 56 shares — an estimated $4.41K sold.

TCI Wealth Advisors first reported a position in MMS in Q4 2019 and held it in 10 quarters. The position peaked at $19K in Q1 2022. 304 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 56 Maximus shares in Q2 2023, an estimated $4.41K.
  • TCI Wealth Advisors first reported a position in Maximus in Q4 2019 and held it in 10 quarters.
  • TCI Wealth Advisors's Maximus position peaked at $19K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.