Next Financial Group’s MKS Inc MKSI Stock Holding History

Next Financial Group’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
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	2476
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	2387
2021 Q2	$4K	Hold	23	–	–	﹤0.01%	2262
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	2166
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	2115
2020 Q3	$3K	Buy	+23	New	+$2.69K	﹤0.01%	1977
2020 Q2	–	Sell	-344	Closed	-$28K	–	1372
2020 Q1	$28K	Sell	344 -301	-47%	-$30.8K	﹤0.01%	1159
2019 Q4	$71K	Buy	645 +590	+1,073%	+$61.8K	0.01%	1072
2019 Q3	$5K	Buy	55 +6	+12%	+$496	﹤0.01%	1915
2019 Q2	$4K	Hold	49	–	–	﹤0.01%	1955
2019 Q1	$5K	Buy	+49	New	+$3.95K	﹤0.01%	1263
2017 Q1	–	Sell	-23	Closed	-$1K	–	2118
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	2290
2016 Q3	$1K	Buy	+23	New	+$1.08K	﹤0.01%	2283

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Next Financial Group's MKSI Position: Q4 2021 in Review

Next Financial Group held its MKS Inc (MKSI) position steady in Q4 2021 at 23 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Next Financial Group first reported a position in MKSI in Q3 2016 and has held it in 13 quarters since. The position peaked at $71K in Q4 2019. 404 funds tracked by Wall St. Rank hold MKSI as of Q4 2021.

Next Financial Group held 23 shares of MKS Inc worth $4K as of Q4 2021.
Next Financial Group left its MKS Inc share count unchanged in Q4 2021.
MKS Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2476 holding.
Next Financial Group first reported a position in MKS Inc in Q3 2016 and has held it in 13 quarters since.
Next Financial Group's MKS Inc position peaked at $71K in Q4 2019.
404 funds tracked by Wall St. Rank held MKS Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.