WBI Investments’s Maximus MMS Stock Holding History

WBI Investments’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	-9,622	Closed	-$857K	–	221
2021 Q1	$857K	Buy	+9,622	New	+$787K	0.13%	110
2019 Q4	–	Sell	-63,126	Closed	-$4.88M	–	231
2019 Q3	$4.88M	Buy	+63,126	New	+$4.79M	0.46%	50
2019 Q2	–	Sell	-66,521	Closed	-$4.72M	–	267
2019 Q1	$4.72M	Buy	+66,521	New	+$4.66M	0.36%	65
2018 Q2	–	Sell	-28,295	Closed	-$1.89M	–	275
2018 Q1	$1.89M	Buy	+28,295	New	+$1.92M	0.1%	109

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

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

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

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 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

WBI Investments's MMS Position: Q2 2021 in Review

WBI Investments sold out of Maximus (MMS) in Q2 2021, closing a stake of 9,622 shares — an estimated $857K sold.

WBI Investments first reported a position in MMS in Q1 2018 and held it in 4 quarters. The position peaked at $4.88M in Q3 2019. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

WBI Investments reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
WBI Investments sold 9,622 Maximus shares in Q2 2021, an estimated $857K.
WBI Investments first reported a position in Maximus in Q1 2018 and held it in 4 quarters.
WBI Investments's Maximus position peaked at $4.88M in Q3 2019.
354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on WBI Investments's 13F filing for Q2 2021, filed 9 Aug 2021.