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Legacy Capital Wealth Partners’s MKS Inc MKSI Stock Holding History

Legacy Capital 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
2024
Q4 		– Sell
-1,968
Closed -$214K – 375
2024
Q3 		$214K Buy
+1,968
New +$234K 0.04% 332

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Fidelity Investments
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Legacy Capital Wealth Partners's MKSI Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of MKS Inc (MKSI) in Q4 2024, closing a stake of 1,968 shares — an estimated $214K sold.

Legacy Capital Wealth Partners first reported a position in MKSI in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 419 funds tracked by Wall St. Rank hold MKSI as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining MKS Inc position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,968 MKS Inc shares in Q4 2024, an estimated $214K.
  • Legacy Capital Wealth Partners first reported a position in MKS Inc in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's MKS Inc position peaked at $214K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held MKS Inc as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.