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Capital Advisory Group Advisory Services’s MKS Inc MKSI Stock Holding History

Capital Advisory Group Advisory Services’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
Q3 		– Sell
-20
Closed -$4K – 559
2021
Q2 		$4K Buy
+20
New +$3.63K ﹤0.01% 479

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Capital International Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Capital Advisory Group Advisory Services's MKSI Position: Q3 2021 in Review

Capital Advisory Group Advisory Services sold out of MKS Inc (MKSI) in Q3 2021, closing a stake of 20 shares — an estimated $4K sold.

Capital Advisory Group Advisory Services first reported a position in MKSI in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 375 funds tracked by Wall St. Rank hold MKSI as of Q3 2021.

  • Capital Advisory Group Advisory Services reported no remaining MKS Inc position as of Q3 2021 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 20 MKS Inc shares in Q3 2021, an estimated $4K.
  • Capital Advisory Group Advisory Services first reported a position in MKS Inc in Q2 2021 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's MKS Inc position peaked at $4K in Q2 2021.
  • 375 funds tracked by Wall St. Rank held MKS Inc as of Q3 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.