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Maximus shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Maximus (MMS) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Maximus

Tip: Access up to 7 years of quarterly data

All positions including Maximus held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Maximus by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $53k 856 61.92
2022-03-31 $64k 856 74.77
2021-12-31 $68k 856 79.44
2021-09-30 $71k 856 82.94
2021-06-30 $75k 856 87.62
2020-03-31 $50k 856 58.41
2019-12-31 $97k 1.3k 74.27

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Maximus

FMR
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Hanna Zanoni
Geode Capital Management
Van Berkom & Associates
Robeco Investment Management
Reinhart Mahoney Capital Management
Charles Schwab Investment Management
Northern Trust
Stephens Investment Management Group
Federated Investors

View all funds holding Maximus