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Valeo Financial Advisors’s Maximus MMS Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-29
Closed -$3K – 1288
2021
Q1 		$3K Buy
+29
New +$2.37K ﹤0.01% 1713
2020
Q3 		– Sell
-481
Closed -$34K – 1929
2020
Q2 		$34K Buy
481
+61
+15% +$4.1K ﹤0.01% 868
2020
Q1 		$27K Buy
+420
New +$28.5K ﹤0.01% 797
2018
Q4 		– Sell
-17
Closed -$1K – 1631
2018
Q3 		$1K Hold
17
– – ﹤0.01% 1645
2018
Q2 		$1K Hold
17
– – ﹤0.01% 1483
2018
Q1 		$1K Sell
17
-21
-55% -$1.43K ﹤0.01% 1442
2017
Q4 		$3K Hold
38
– – ﹤0.01% 1119
2017
Q3 		$2K Buy
+38
New +$2.33K ﹤0.01% 1028

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Valeo Financial Advisors's MMS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Maximus (MMS) in Q2 2021, closing a stake of 29 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in MMS in Q3 2017 and held it in 8 quarters. The position peaked at $34K in Q2 2020. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 29 Maximus shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Maximus in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Maximus position peaked at $34K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.