IWP
MKSI icon

Icon Wealth Partners’s MKS Inc MKSI Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-738
Closed -$69K – 537
2019
Q1 		$69K Buy
+738
New +$59.5K 0.03% 295
2018
Q3 		– Sell
-458
Closed -$44K – 555
2018
Q2 		$44K Buy
+458
New +$50K 0.02% 414
2018
Q1 		– Sell
-133
Closed -$13K – 553
2017
Q4 		$13K Buy
+133
New +$13.3K 0.01% 682

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's MKSI Position: Q2 2019 in Review

Icon Wealth Partners sold out of MKS Inc (MKSI) in Q2 2019, closing a stake of 738 shares — an estimated $69K sold.

Icon Wealth Partners first reported a position in MKSI in Q4 2017 and held it in 3 quarters. The position peaked at $69K in Q1 2019. 310 funds tracked by Wall St. Rank hold MKSI as of Q2 2019.

  • Icon Wealth Partners reported no remaining MKS Inc position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 738 MKS Inc shares in Q2 2019, an estimated $69K.
  • Icon Wealth Partners first reported a position in MKS Inc in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's MKS Inc position peaked at $69K in Q1 2019.
  • 310 funds tracked by Wall St. Rank held MKS Inc as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.