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Cetera Advisors’s MKS Inc MKSI Stock Holding History

Cetera 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
2024
Q1 		$734K Buy
+5,521
New +$642K 0.01% 1334
2022
Q4 		– Sell
-2,836
Closed -$234K – 1655
2022
Q3 		$234K Buy
+2,836
New +$292K 0.01% 1072
2022
Q2 		– Sell
-1,798
Closed -$270K – 1437
2022
Q1 		$270K Buy
1,798
+35
+2% +$5.44K 0.01% 1155
2021
Q4 		$307K Hold
1,763
– – 0.01% 1106
2021
Q3 		$266K Buy
1,763
+215
+14% +$33K 0.01% 1172
2021
Q2 		$275K Buy
+1,548
New +$281K 0.01% 1094
2019
Q2 		– Sell
-2,431
Closed -$227K – 1150
2019
Q1 		$227K Buy
+2,431
New +$196K 0.01% 734
2018
Q4 		– Sell
-2,511
Closed -$201K – 919
2018
Q3 		$201K Sell
2,511
-122
-5% -$11.1K 0.01% 889
2018
Q2 		$251K Sell
2,633
-659
-20% -$71.9K 0.01% 732
2018
Q1 		$380K Sell
3,292
-737
-18% -$80.9K 0.02% 542
2017
Q4 		$381K Buy
4,029
+720
+22% +$71.7K 0.02% 518
2017
Q3 		$313K Buy
+3,309
New +$271K 0.02% 593
2016
Q4 		– Sell
-6,440
Closed -$320K – 776
2016
Q3 		$320K Buy
+6,440
New +$304K 0.02% 549

Other funds holding MKSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Advisors's MKSI Position: Q1 2024 in Review

Cetera Advisors opened a new position in MKS Inc (MKSI) in Q1 2024: 5,521 shares worth $734K. The stake represents 0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in MKSI as recently as Q3 2022.

Cetera Advisors first reported a position in MKSI in Q3 2016 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold MKSI as of Q1 2024.

  • Cetera Advisors held 5,521 shares of MKS Inc worth $734K as of Q1 2024.
  • MKS Inc was a new Cetera Advisors position in Q1 2024.
  • MKS Inc made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1334 holding.
  • Cetera Advisors first reported a position in MKS Inc in Q3 2016 and has held it in 13 quarters since.
  • 344 funds tracked by Wall St. Rank held MKS Inc as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.