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Kestra Private Wealth Services’s MKS Inc MKSI Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-1,356
Closed -$203K – 974
2022
Q1 		$203K Buy
+1,356
New +$211K 0.01% 886

Other funds holding MKSI

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kestra Private Wealth Services's MKSI Position: Q2 2022 in Review

Kestra Private Wealth Services sold out of MKS Inc (MKSI) in Q2 2022, closing a stake of 1,356 shares — an estimated $203K sold.

Kestra Private Wealth Services first reported a position in MKSI in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 373 funds tracked by Wall St. Rank hold MKSI as of Q2 2022.

  • Kestra Private Wealth Services reported no remaining MKS Inc position as of Q2 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,356 MKS Inc shares in Q2 2022, an estimated $203K.
  • Kestra Private Wealth Services first reported a position in MKS Inc in Q1 2022 and held it in 1 quarter.
  • Kestra Private Wealth Services's MKS Inc position peaked at $203K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held MKS Inc as of Q2 2022.

Based on Kestra Private Wealth Services's 13F filing for Q2 2022, filed 12 Aug 2022.