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Financial Advocates Investment Management’s MKS Inc MKSI Stock Holding History

Financial Advocates Investment Management’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
-9,852
Closed -$284K – 823
2022
Q3 		$284K Buy
+9,852
New +$1.01M 0.02% 563

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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 $8.65B AUM 9.66% 1-Year Est. Return

Financial Advocates Investment Management's MKSI Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 9,852 shares — an estimated $284K sold.

Financial Advocates Investment Management first reported a position in MKSI in Q3 2022 and held it in 1 quarter. The position peaked at $284K in Q3 2022. 317 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,852 MKS Inc shares in Q4 2022, an estimated $284K.
  • Financial Advocates Investment Management first reported a position in MKS Inc in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's MKS Inc position peaked at $284K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.