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WealthShield Partners’s Maximus MMS Stock Holding History

WealthShield 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
-2,442
Closed -$145K – 994
2021
Q1 		$145K Sell
2,442
-690
-22% -$56.4K 0.03% 296
2020
Q4 		$229K Buy
+3,132
New +$222K 0.04% 268

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

WealthShield Partners's MMS Position: Q2 2021 in Review

WealthShield Partners sold out of Maximus (MMS) in Q2 2021, closing a stake of 2,442 shares — an estimated $145K sold.

WealthShield Partners first reported a position in MMS in Q4 2020 and held it in 2 quarters. The position peaked at $229K in Q4 2020. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2021.

  • WealthShield Partners reported no remaining Maximus position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,442 Maximus shares in Q2 2021, an estimated $145K.
  • WealthShield Partners first reported a position in Maximus in Q4 2020 and held it in 2 quarters.
  • WealthShield Partners's Maximus position peaked at $229K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.