High Net Worth Advisory Group’s MKS Inc MKSI Stock Holding History

High Net Worth 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
2022 Q3	–	Sell	-200	Closed	-$21K	–	706
2022 Q2	$21K	Hold	200	–	–	0.01%	442
2022 Q1	$30K	Hold	200	–	–	0.01%	400
2021 Q4	$35K	Buy	+200	New	+$31.3K	0.01%	385

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

High Net Worth Advisory Group's MKSI Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of MKS Inc (MKSI) in Q3 2022, closing a stake of 200 shares — an estimated $21K sold.

High Net Worth Advisory Group first reported a position in MKSI in Q4 2021 and held it in 3 quarters. The position peaked at $35K in Q4 2021. 357 funds tracked by Wall St. Rank hold MKSI as of Q3 2022.

High Net Worth Advisory Group reported no remaining MKS Inc position as of Q3 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 200 MKS Inc shares in Q3 2022, an estimated $21K.
High Net Worth Advisory Group first reported a position in MKS Inc in Q4 2021 and held it in 3 quarters.
High Net Worth Advisory Group's MKS Inc position peaked at $35K in Q4 2021.
357 funds tracked by Wall St. Rank held MKS Inc as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.