Plante Moran Financial Advisors’s MKS Inc MKSI Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-31	Closed	-$3.19K	–	899
2023 Q4	$3.19K	Buy	+31	New	+$2.52K	﹤0.01%	682
2023 Q3	–	Sell	-28	Closed	-$3.03K	–	825
2023 Q2	$3.03K	Buy	28 +8	+40%	+$732	﹤0.01%	663
2023 Q1	$1.77K	Hold	20	–	–	﹤0.01%	715
2022 Q4	$1.7K	Hold	20	–	–	﹤0.01%	749
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	790
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	827
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	719
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	887
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	841
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	820
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	815
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	748
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	785
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	678
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	651
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	696
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	784
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	733
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	719
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	816
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	703
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	737
2018 Q1	$2K	Buy	+20	New	+$2.2K	﹤0.01%	848
2017 Q1	–	Sell	-69	Closed	-$4K	–	967
2016 Q4	$4K	Buy	69 +10	+17%	+$540	﹤0.01%	759
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	792
2016 Q2	$3K	Buy	+59	New	+$2.29K	﹤0.01%	727

Other funds holding MKSI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Plante Moran Financial Advisors's MKSI Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of MKS Inc (MKSI) in Q1 2024, closing a stake of 31 shares — an estimated $3.19K sold.

Plante Moran Financial Advisors first reported a position in MKSI in Q2 2016 and held it in 26 quarters. The position peaked at $4K in Q2 2021. 344 funds tracked by Wall St. Rank hold MKSI as of Q1 2024.

Plante Moran Financial Advisors reported no remaining MKS Inc position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 31 MKS Inc shares in Q1 2024, an estimated $3.19K.
Plante Moran Financial Advisors first reported a position in MKS Inc in Q2 2016 and held it in 26 quarters.
Plante Moran Financial Advisors's MKS Inc position peaked at $4K in Q2 2021.
344 funds tracked by Wall St. Rank held MKS Inc as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.