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VisionPoint Advisory Group’s Maximus MMS Stock Holding History

VisionPoint Advisory Group’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
-455
Closed -$39K – 569
2024
Q2 		$39K Buy
455
+35
+8% +$2.94K 0.01% 309
2024
Q1 		$35.2K Sell
420
-28
-6% -$2.3K 0.01% 317
2023
Q4 		$37.6K Buy
448
+67
+18% +$5.34K 0.01% 286
2023
Q3 		$28.5K Buy
381
+145
+61% +$11.8K 0.01% 314
2023
Q2 		$19.9K Buy
+236
New +$19.4K 0.01% 282

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

VisionPoint Advisory Group's MMS Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Maximus (MMS) in Q3 2024, closing a stake of 455 shares — an estimated $39K sold.

VisionPoint Advisory Group first reported a position in MMS in Q2 2023 and held it in 5 quarters. The position peaked at $39K in Q2 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 455 Maximus shares in Q3 2024, an estimated $39K.
  • VisionPoint Advisory Group first reported a position in Maximus in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Maximus position peaked at $39K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.