Wealthcare Advisory Partners’s Maximus MMS Stock Holding History

Wealthcare Advisory Partners’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	–	1333
2021 Q1	$3K	Buy	+29	New	+$2.37K	﹤0.01%	1789
2020 Q1	–	Sell	-143	Closed	-$11K	–	1552
2019 Q4	$11K	Buy	143 +1	+0.7%	+$75	﹤0.01%	915
2019 Q3	$11K	Hold	142	–	–	﹤0.01%	897
2019 Q2	$10K	Buy	142 +1	+0.7%	+$73	﹤0.01%	908
2019 Q1	$10K	Hold	141	–	–	﹤0.01%	817
2018 Q4	$9K	Buy	141 +1	+0.7%	+$66	﹤0.01%	813
2018 Q3	$9K	Hold	140	–	–	﹤0.01%	872
2018 Q2	$9K	Hold	140	–	–	﹤0.01%	867
2018 Q1	$9K	Hold	140	–	–	﹤0.01%	753
2017 Q4	$10K	Buy	+140	New	+$9.43K	﹤0.01%	680

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

Wealthcare Advisory Partners's MMS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Maximus (MMS) in Q2 2021, closing a stake of 29 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in MMS in Q4 2017 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 29 Maximus shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in Maximus in Q4 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's Maximus position peaked at $11K in Q4 2019.
354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.