AWE
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Avidian Wealth Enterprises’s MKS Inc MKSI Stock Holding History

Avidian Wealth Enterprises’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
2018
Q4 		– Sell
-27,489
Closed -$2.2M – 109
2018
Q3 		$2.2M Buy
+27,489
New +$2.51M 0.69% 21
2018
Q2 		– Sell
-11,405
Closed -$1.32M – 110
2018
Q1 		$1.32M Buy
+11,405
New +$1.25M 0.44% 22

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's MKSI Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 27,489 shares — an estimated $2.2M sold.

Avidian Wealth Enterprises first reported a position in MKSI in Q1 2018 and held it in 2 quarters. The position peaked at $2.2M in Q3 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 27,489 MKS Inc shares in Q4 2018, an estimated $2.2M.
  • Avidian Wealth Enterprises first reported a position in MKS Inc in Q1 2018 and held it in 2 quarters.
  • Avidian Wealth Enterprises's MKS Inc position peaked at $2.2M in Q3 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.