Concord Wealth Partners’s MKS Inc MKSI Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-10	Closed	-$847	–	1133
2022 Q4	$847	Buy	+10	New	+$801	﹤0.01%	1099

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Concord Wealth Partners's MKSI Position: Q1 2023 in Review

Concord Wealth Partners sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 10 shares — an estimated $847 sold.

Concord Wealth Partners first reported a position in MKSI in Q4 2022 and held it in 1 quarter. The position peaked at $847 in Q4 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

Concord Wealth Partners reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 10 MKS Inc shares in Q1 2023, an estimated $847.
Concord Wealth Partners first reported a position in MKS Inc in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's MKS Inc position peaked at $847 in Q4 2022.
323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.