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CFS Investment Advisory Services’s MKS Inc MKSI Stock Holding History

CFS Investment 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
2022
Q4 		– Sell
-62,228
Closed -$1K – 205
2022
Q3 		$1K Buy
+62,228
New +$6.41M ﹤0.01% 201
2022
Q2 		– Sell
-82,500
Closed -$1K – 405
2022
Q1 		$1K Buy
+82,500
New +$12.8M ﹤0.01% 368

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

CFS Investment Advisory Services's MKSI Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 62,228 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in MKSI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 62,228 MKS Inc shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in MKS Inc in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's MKS Inc position peaked at $1K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.