GoalVest Advisory’s MKS Inc MKSI Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-1,114	Closed	-$98.7K	–	393
2023 Q1	$98.7K	Buy	+1,114	New	+$106K	0.06%	85

Other funds holding MKSI

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GoalVest Advisory's MKSI Position: Q2 2023 in Review

GoalVest Advisory sold out of MKS Inc (MKSI) in Q2 2023, closing a stake of 1,114 shares — an estimated $98.7K sold.

GoalVest Advisory first reported a position in MKSI in Q1 2023 and held it in 1 quarter. The position peaked at $98.7K in Q1 2023. 319 funds tracked by Wall St. Rank hold MKSI as of Q2 2023.

GoalVest Advisory reported no remaining MKS Inc position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 1,114 MKS Inc shares in Q2 2023, an estimated $98.7K.
GoalVest Advisory first reported a position in MKS Inc in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's MKS Inc position peaked at $98.7K in Q1 2023.
319 funds tracked by Wall St. Rank held MKS Inc as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.