TCWP’s Maximus MMS Stock Holding History

TCWP’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
2022 Q2	–	Sell	-87	Closed	-$6K	–	1158
2022 Q1	$6K	Buy	+87	New	+$6.66K	﹤0.01%	1023

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's MMS Position: Q2 2022 in Review

TCWP sold out of Maximus (MMS) in Q2 2022, closing a stake of 87 shares — an estimated $6K sold.

TCWP first reported a position in MMS in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

TCWP reported no remaining Maximus position as of Q2 2022 after selling out during the quarter.
TCWP sold 87 Maximus shares in Q2 2022, an estimated $6K.
TCWP first reported a position in Maximus in Q1 2022 and held it in 1 quarter.
TCWP's Maximus position peaked at $6K in Q1 2022.
308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.