JWS
MKSI icon

Juncture Wealth Strategies’s MKS Inc MKSI Stock Holding History

Juncture Wealth Strategies’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
Q4 		– Sell
-8,763
Closed -$758K – 112
2023
Q3 		$758K Sell
8,763
-134
-2% -$13.1K 0.37% 60
2023
Q2 		$962K Buy
+8,897
New +$814K 0.45% 38
2022
Q2 		– Sell
-4,036
Closed -$605K – 115
2022
Q1 		$605K Buy
4,036
+1,438
+55% +$223K 0.29% 69
2021
Q4 		$452K Buy
+2,598
New +$406K 0.22% 89

Other funds holding MKSI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Juncture Wealth Strategies's MKSI Position: Q4 2023 in Review

Juncture Wealth Strategies sold out of MKS Inc (MKSI) in Q4 2023, closing a stake of 8,763 shares — an estimated $758K sold.

Juncture Wealth Strategies first reported a position in MKSI in Q4 2021 and held it in 4 quarters. The position peaked at $962K in Q2 2023. 324 funds tracked by Wall St. Rank hold MKSI as of Q4 2023.

  • Juncture Wealth Strategies reported no remaining MKS Inc position as of Q4 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 8,763 MKS Inc shares in Q4 2023, an estimated $758K.
  • Juncture Wealth Strategies first reported a position in MKS Inc in Q4 2021 and held it in 4 quarters.
  • Juncture Wealth Strategies's MKS Inc position peaked at $962K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held MKS Inc as of Q4 2023.

Based on Juncture Wealth Strategies's 13F filing for Q4 2023, filed 8 Jan 2024.