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Bartlett & Co Wealth Management’s MKS Inc MKSI Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-21
Closed -$3.17K – 690
2021
Q3 		$3.17K Buy
+21
New +$3.22K ﹤0.01% 822

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Bartlett & Co Wealth Management's MKSI Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of MKS Inc (MKSI) in Q4 2021, closing a stake of 21 shares — an estimated $3.17K sold.

Bartlett & Co Wealth Management first reported a position in MKSI in Q3 2021 and held it in 1 quarter. The position peaked at $3.17K in Q3 2021. 404 funds tracked by Wall St. Rank hold MKSI as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining MKS Inc position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 21 MKS Inc shares in Q4 2021, an estimated $3.17K.
  • Bartlett & Co Wealth Management first reported a position in MKS Inc in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's MKS Inc position peaked at $3.17K in Q3 2021.
  • 404 funds tracked by Wall St. Rank held MKS Inc as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.