Concorde Financial’s MKS Inc MKSI Stock Holding History

Concorde Financial’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 Q1	–	Sell	-114	Closed	-$21K	–	104
2021 Q4	$21K	Buy	+114	New	+$17.8K	0.01%	73

Other funds holding MKSI

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

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

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Concorde Financial's MKSI Position: Q1 2022 in Review

Concorde Financial sold out of MKS Inc (MKSI) in Q1 2022, closing a stake of 114 shares — an estimated $21K sold.

Concorde Financial first reported a position in MKSI in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 398 funds tracked by Wall St. Rank hold MKSI as of Q1 2022.

Concorde Financial reported no remaining MKS Inc position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 114 MKS Inc shares in Q1 2022, an estimated $21K.
Concorde Financial first reported a position in MKS Inc in Q4 2021 and held it in 1 quarter.
Concorde Financial's MKS Inc position peaked at $21K in Q4 2021.
398 funds tracked by Wall St. Rank held MKS Inc as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.