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Garrett Wealth Advisory Group’s MKS Inc MKSI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-25
Closed -$2.31K – 412
2019
Q3 		$2.31K Buy
+25
New +$2.06K ﹤0.01% 518

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's MKSI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of MKS Inc (MKSI) in Q4 2019, closing a stake of 25 shares — an estimated $2.31K sold.

Garrett Wealth Advisory Group first reported a position in MKSI in Q3 2019 and held it in 1 quarter. The position peaked at $2.31K in Q3 2019. 350 funds tracked by Wall St. Rank hold MKSI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining MKS Inc position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 25 MKS Inc shares in Q4 2019, an estimated $2.31K.
  • Garrett Wealth Advisory Group first reported a position in MKS Inc in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's MKS Inc position peaked at $2.31K in Q3 2019.
  • 350 funds tracked by Wall St. Rank held MKS Inc as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.