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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

Vanguard Group
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Mackenzie Financial
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Henderson Group
Van Berkom & Associates
Dimensional Fund Advisors
Bank of America Corporation
Charles Schwab Investment Management
Allspring Global Investments Holdings
Norges Bank Investment Management
Bank of New York Mellon
ClearBridge Advisors
Federated Investors
William Blair Investment Management

View all funds holding Maximus