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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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. 356 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.
  • 356 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.