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Peterson Wealth Services’s MKS Inc MKSI Stock Holding History

Peterson Wealth Services’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
Q4 		– Sell
-15,591
Closed -$1.29M – 95
2022
Q3 		$1.29M Buy
15,591
+1,225
+9% +$126K 0.91% 39
2022
Q2 		$1.47M Buy
14,366
+1,434
+11% +$167K 1.06% 36
2022
Q1 		$1.94M Buy
12,932
+1,264
+11% +$196K 1.19% 32
2021
Q4 		$2.03M Buy
+11,668
New +$1.82M 1.35% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Peterson Wealth Services's MKSI Position: Q4 2022 in Review

Peterson Wealth Services sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 15,591 shares — an estimated $1.29M sold.

Peterson Wealth Services first reported a position in MKSI in Q4 2021 and held it in 4 quarters. The position peaked at $2.03M in Q4 2021. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

  • Peterson Wealth Services reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
  • Peterson Wealth Services sold 15,591 MKS Inc shares in Q4 2022, an estimated $1.29M.
  • Peterson Wealth Services first reported a position in MKS Inc in Q4 2021 and held it in 4 quarters.
  • Peterson Wealth Services's MKS Inc position peaked at $2.03M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on Peterson Wealth Services's 13F filing for Q4 2022, filed 20 Jan 2023.