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TrueWealth LLC’s Maximus MMS Stock Holding History

TrueWealth LLC’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
2020
Q2 		$7K Hold
96
– – ﹤0.01% 526
2020
Q1 		$6K Hold
96
– – ﹤0.01% 523
2019
Q4 		$7K Hold
96
– – ﹤0.01% 522
2019
Q3 		$7K Hold
96
– – ﹤0.01% 511
2019
Q2 		$7K Hold
96
– – ﹤0.01% 519
2019
Q1 		$7K Hold
96
– – ﹤0.01% 521
2018
Q4 		$6K Hold
96
– – ﹤0.01% 520
2018
Q3 		$6K Hold
96
– – ﹤0.01% 580
2018
Q2 		$6K Hold
96
– – ﹤0.01% 583
2018
Q1 		$6K Sell
96
-107
-53% -$7.28K ﹤0.01% 542
2017
Q4 		$15K Buy
+203
New +$13.7K 0.01% 444

Other funds holding MMS

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
State Street
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's MMS Position: Q2 2020 in Review

TrueWealth LLC held its Maximus (MMS) position steady in Q2 2020 at 96 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

TrueWealth LLC first reported a position in MMS in Q4 2017 and has held it in 11 quarters since. The position peaked at $15K in Q4 2017. 310 funds tracked by Wall St. Rank hold MMS as of Q2 2020.

  • TrueWealth LLC held 96 shares of Maximus worth $7K as of Q2 2020.
  • TrueWealth LLC left its Maximus share count unchanged in Q2 2020.
  • Maximus made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #526 holding.
  • TrueWealth LLC first reported a position in Maximus in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Maximus position peaked at $15K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held Maximus as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.