Financial Gravity Asset Management’s MKS Inc MKSI Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-1,200	Closed	-$305	–	807
2022 Q1	$305	Sell	1,200 -366	-23%	-$56.9K	0.01%	503
2021 Q4	$372	Buy	1,566 +1,564	+78,200%	+$245K	0.01%	531
2021 Q3	$151K	Hold	2	–	–	0.07%	243
2021 Q2	$178K	Sell	2 -3	-60%	-$545	0.06%	212
2021 Q1	$895	Sell	5 -1	-17%	-$168	0.02%	320
2020 Q4	$1K	Buy	+6	New	+$785	﹤0.01%	423
2019 Q3	–	Sell	-29	Closed	-$2.4K	–	1422
2019 Q2	$2K	Buy	+29	New	+$2.45K	﹤0.01%	916
2018 Q2	–	Sell	-15	Closed	-$2K	–	1537
2018 Q1	$2K	Buy	+15	New	+$1.65K	﹤0.01%	974

Other funds holding MKSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Financial Gravity Asset Management's MKSI Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of MKS Inc (MKSI) in Q2 2022, closing a stake of 1,200 shares — an estimated $305 sold.

Financial Gravity Asset Management first reported a position in MKSI in Q1 2018 and held it in 8 quarters. The position peaked at $178K in Q2 2021. 373 funds tracked by Wall St. Rank hold MKSI as of Q2 2022.

Financial Gravity Asset Management reported no remaining MKS Inc position as of Q2 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 1,200 MKS Inc shares in Q2 2022, an estimated $305.
Financial Gravity Asset Management first reported a position in MKS Inc in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's MKS Inc position peaked at $178K in Q2 2021.
373 funds tracked by Wall St. Rank held MKS Inc as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.