Phoenix Financial’s MKS Inc MKSI Stock Holding History

Phoenix Financial’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
2024 Q2	–	Sell	-1,900	Closed	-$252K	–	407
2024 Q1	$252K	Buy	+1,900	New	+$221K	﹤0.01%	352

Other funds holding MKSI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Phoenix Financial's MKSI Position: Q2 2024 in Review

Phoenix Financial sold out of MKS Inc (MKSI) in Q2 2024, closing a stake of 1,900 shares — an estimated $252K sold.

Phoenix Financial first reported a position in MKSI in Q1 2024 and held it in 1 quarter. The position peaked at $252K in Q1 2024. 396 funds tracked by Wall St. Rank hold MKSI as of Q2 2024.

Phoenix Financial reported no remaining MKS Inc position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 1,900 MKS Inc shares in Q2 2024, an estimated $252K.
Phoenix Financial first reported a position in MKS Inc in Q1 2024 and held it in 1 quarter.
Phoenix Financial's MKS Inc position peaked at $252K in Q1 2024.
396 funds tracked by Wall St. Rank held MKS Inc as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.