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Wealthspire Advisors (Maryland)’s Maximus MMS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,800
Closed -$199K – 1393
2019
Q1 		$199K Buy
2,800
+547
+24% +$38.4K 0.02% 436
2018
Q4 		$147K Buy
2,253
+1
+0% +$66 0.01% 483
2018
Q3 		$147K Hold
2,252
– – 0.01% 544
2018
Q2 		$140K Sell
2,252
-777
-26% -$50.4K 0.01% 577
2018
Q1 		$202K Buy
3,029
+100
+3% +$6.8K 0.02% 467
2017
Q4 		$210K Sell
2,929
-321
-10% -$21.6K 0.02% 469
2017
Q3 		$210K Sell
3,250
-17
-0.5% -$1.04K 0.02% 457
2017
Q2 		$205K Sell
3,267
-18
-0.5% -$1.12K 0.02% 443
2017
Q1 		$204K Sell
3,285
-34
-1% -$2K 0.03% 385
2016
Q4 		$185K Buy
3,319
+988
+42% +$53.7K 0.03% 399
2016
Q3 		$132K Hold
2,331
– – 0.02% 495
2016
Q2 		$129K Sell
2,331
-31
-1% -$1.67K 0.02% 478
2016
Q1 		$124K Buy
2,362
+524
+29% +$26.7K 0.02% 476
2015
Q4 		$103K Buy
+1,838
New +$111K 0.02% 513

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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MMS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Maximus (MMS) in Q2 2019, closing a stake of 2,800 shares — an estimated $199K sold.

Wealthspire Advisors (Maryland) first reported a position in MMS in Q4 2015 and held it in 14 quarters. The position peaked at $210K in Q4 2017. 313 funds tracked by Wall St. Rank hold MMS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Maximus position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,800 Maximus shares in Q2 2019, an estimated $199K.
  • Wealthspire Advisors (Maryland) first reported a position in Maximus in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Maximus position peaked at $210K in Q4 2017.
  • 313 funds tracked by Wall St. Rank held Maximus as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.