TSWM
MMS icon

Tyler-Stone Wealth Management’s Maximus MMS Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-110
Closed -$9.43K – 701
2024
Q2 		$9.43K Hold
110
– – ﹤0.01% 667
2024
Q1 		$9.23K Hold
110
– – ﹤0.01% 664
2023
Q4 		$9.22K Hold
110
– – ﹤0.01% 646
2023
Q3 		$8K Buy
+110
New +$8.95K ﹤0.01% 652

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tyler-Stone Wealth Management's MMS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Maximus (MMS) in Q3 2024, closing a stake of 110 shares — an estimated $9.43K sold.

Tyler-Stone Wealth Management first reported a position in MMS in Q3 2023 and held it in 4 quarters. The position peaked at $9.43K in Q2 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 110 Maximus shares in Q3 2024, an estimated $9.43K.
  • Tyler-Stone Wealth Management first reported a position in Maximus in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Maximus position peaked at $9.43K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.