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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
2021
Q3 		$151K Hold
2
– – 0.07% 243
2021
Q2 		$178K Buy
+2
New +$363 0.06% 212
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Financial Gravity Asset Management's MKSI Position: Q3 2021 in Review

Financial Gravity Asset Management held its MKS Inc (MKSI) position steady in Q3 2021 at 2 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #243.

Financial Gravity Asset Management first reported a position in MKSI in Q1 2018 and has held it in 5 quarters since. The position peaked at $178K in Q2 2021. 375 funds tracked by Wall St. Rank hold MKSI as of Q3 2021.

  • Financial Gravity Asset Management held 2 shares of MKS Inc worth $151K as of Q3 2021.
  • Financial Gravity Asset Management left its MKS Inc share count unchanged in Q3 2021.
  • MKS Inc made up 0.07% of Financial Gravity Asset Management's portfolio in Q3 2021, its #243 holding.
  • Financial Gravity Asset Management first reported a position in MKS Inc in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's MKS Inc position peaked at $178K in Q2 2021.
  • 375 funds tracked by Wall St. Rank held MKS Inc as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.