Beam Wealth Advisors’s MKS Inc MKSI Stock Holding History

Beam 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
2020 Q3	–	Sell	-2,880	Closed	-$334K	–	145
2020 Q2	$334K	Hold	2,880	–	–	0.34%	90
2020 Q1	$235K	Hold	2,880	–	–	0.23%	125
2019 Q4	$317K	Buy	+2,880	New	+$302K	0.3%	108

Other funds holding MKSI

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beam Wealth Advisors's MKSI Position: Q3 2020 in Review

Beam Wealth Advisors sold out of MKS Inc (MKSI) in Q3 2020, closing a stake of 2,880 shares — an estimated $334K sold.

Beam Wealth Advisors first reported a position in MKSI in Q4 2019 and held it in 3 quarters. The position peaked at $334K in Q2 2020. 340 funds tracked by Wall St. Rank hold MKSI as of Q3 2020.

Beam Wealth Advisors reported no remaining MKS Inc position as of Q3 2020 after selling out during the quarter.
Beam Wealth Advisors sold 2,880 MKS Inc shares in Q3 2020, an estimated $334K.
Beam Wealth Advisors first reported a position in MKS Inc in Q4 2019 and held it in 3 quarters.
Beam Wealth Advisors's MKS Inc position peaked at $334K in Q2 2020.
340 funds tracked by Wall St. Rank held MKS Inc as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.