180 Wealth Advisors’s MKS Inc MKSI Stock Holding History

180 Wealth Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,736	Closed	-$309K	–	388
2022 Q3	$309K	Sell	3,736 -6	-0.2%	-$618	0.09%	237
2022 Q2	$360K	Buy	+3,742	New	+$436K	0.09%	212

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

180 Wealth Advisors's MKSI Position: Q4 2022 in Review

180 Wealth Advisors sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 3,736 shares — an estimated $309K sold.

180 Wealth Advisors first reported a position in MKSI in Q2 2022 and held it in 2 quarters. The position peaked at $360K in Q2 2022. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

180 Wealth Advisors reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
180 Wealth Advisors sold 3,736 MKS Inc shares in Q4 2022, an estimated $309K.
180 Wealth Advisors first reported a position in MKS Inc in Q2 2022 and held it in 2 quarters.
180 Wealth Advisors's MKS Inc position peaked at $360K in Q2 2022.
315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.