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Wipfli Financial Advisors’s Maximus MMS Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$47K Buy
+806
New +$50.2K ﹤0.01% 1113

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Wipfli Financial Advisors's MMS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Maximus (MMS) in Q3 2022: 806 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Wipfli Financial Advisors held 806 shares of Maximus worth $47K as of Q3 2022.
  • Maximus was a new Wipfli Financial Advisors position in Q3 2022.
  • Maximus made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1113 holding.
  • 297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.