NewEdge Wealth’s MKS Inc MKSI Stock Holding History

NewEdge Wealth’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 Q3	–	Sell	-2,853	Closed	-$293K	–	576
2022 Q2	$293K	Buy	+2,853	New	+$332K	0.01%	468

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

NewEdge Wealth's MKSI Position: Q3 2022 in Review

NewEdge Wealth sold out of MKS Inc (MKSI) in Q3 2022, closing a stake of 2,853 shares — an estimated $293K sold.

NewEdge Wealth first reported a position in MKSI in Q2 2022 and held it in 1 quarter. The position peaked at $293K in Q2 2022. 356 funds tracked by Wall St. Rank hold MKSI as of Q3 2022.

NewEdge Wealth reported no remaining MKS Inc position as of Q3 2022 after selling out during the quarter.
NewEdge Wealth sold 2,853 MKS Inc shares in Q3 2022, an estimated $293K.
NewEdge Wealth first reported a position in MKS Inc in Q2 2022 and held it in 1 quarter.
NewEdge Wealth's MKS Inc position peaked at $293K in Q2 2022.
356 funds tracked by Wall St. Rank held MKS Inc as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.