WR Wealth Planners’s Maximus MMS Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.43K	Sell	46 -4,611	-99%	-$376K	﹤0.01%	759
2024 Q3	$434K	Buy	4,657 +132	+3%	+$11.8K	0.12%	111
2024 Q2	$388K	Buy	4,525 +198	+5%	+$16.6K	0.12%	113
2024 Q1	$363K	Sell	4,327 -59	-1%	-$4.85K	0.11%	120
2023 Q4	$368K	Buy	4,386 +534	+14%	+$42.6K	0.14%	129
2023 Q3	$288K	Buy	3,852 +159	+4%	+$12.9K	0.11%	139
2023 Q2	$312K	Buy	3,693 +112	+3%	+$9.21K	0.12%	130
2023 Q1	$282K	Buy	3,581 +254	+8%	+$19.6K	0.12%	129
2022 Q4	$244K	Buy	3,327 +27	+0.8%	+$1.74K	0.15%	103
2022 Q3	$191K	Buy	3,300 +233	+8%	+$14.5K	0.13%	105
2022 Q2	$192K	Buy	3,067 +65	+2%	+$4.39K	0.13%	102
2022 Q1	$225K	Buy	+3,002	New	+$230K	0.13%	102

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WR Wealth Planners's MMS Position: Q4 2024 in Review

WR Wealth Planners reduced its Maximus (MMS) stake by 99% in Q4 2024, selling an estimated $376K and leaving 46 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

WR Wealth Planners first reported a position in MMS in Q1 2022 and has held it in 12 quarters since. The position peaked at $434K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

WR Wealth Planners held 46 shares of Maximus worth $3.43K as of Q4 2024.
WR Wealth Planners sold 4,611 Maximus shares in Q4 2024, an estimated $376K.
Maximus made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #759 holding.
WR Wealth Planners first reported a position in Maximus in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Maximus position peaked at $434K in Q3 2024.
353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.