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Money Concepts Capital’s MKS Inc MKSI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-70
Closed -$5.93K – 1936
2022
Q4 		$5.93K Buy
+70
New +$5.61K ﹤0.01% 2271
2022
Q2 		– Sell
-70
Closed -$11K – 2156
2022
Q1 		$11K Buy
+70
New +$10.9K ﹤0.01% 1894

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Concepts Capital's MKSI Position: Q1 2023 in Review

Money Concepts Capital sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 70 shares — an estimated $5.93K sold.

Money Concepts Capital first reported a position in MKSI in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

  • Money Concepts Capital reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 70 MKS Inc shares in Q1 2023, an estimated $5.93K.
  • Money Concepts Capital first reported a position in MKS Inc in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's MKS Inc position peaked at $11K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.