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Lenox Wealth Advisors’s MKS Inc MKSI Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-33
Closed -$3K – 718
2020
Q1 		$3K Hold
33
– – ﹤0.01% 518
2019
Q4 		$4K Hold
33
– – ﹤0.01% 511
2019
Q3 		$3K Buy
+33
New +$2.73K ﹤0.01% 462
2019
Q2 		– Sell
-109
Closed -$10K – 517
2019
Q1 		$10K Buy
+109
New +$8.79K ﹤0.01% 272

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lenox Wealth Advisors's MKSI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of MKS Inc (MKSI) in Q2 2020, closing a stake of 33 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MKSI in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q1 2019. 320 funds tracked by Wall St. Rank hold MKSI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining MKS Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 MKS Inc shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in MKS Inc in Q1 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's MKS Inc position peaked at $10K in Q1 2019.
  • 320 funds tracked by Wall St. Rank held MKS Inc as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.