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Polaris Wealth Advisory Group’s MKS Inc MKSI Stock Holding History

Polaris Wealth Advisory 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
2022
Q1 		– Sell
-89,208
Closed -$15.5M – 186
2021
Q4 		$15.5M Buy
+89,208
New +$13.9M 0.89% 39
2021
Q1 		– Sell
-38,021
Closed -$6.27M – 188
2020
Q4 		$6.27M Sell
38,021
-4,583
-11% -$599K 0.47% 64
2020
Q3 		$4.74M Buy
+42,604
New +$4.99M 0.45% 61

Other funds holding MKSI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Polaris Wealth Advisory Group's MKSI Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of MKS Inc (MKSI) in Q1 2022, closing a stake of 89,208 shares — an estimated $15.5M sold.

Polaris Wealth Advisory Group first reported a position in MKSI in Q3 2020 and held it in 3 quarters. The position peaked at $15.5M in Q4 2021. 398 funds tracked by Wall St. Rank hold MKSI as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining MKS Inc position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 89,208 MKS Inc shares in Q1 2022, an estimated $15.5M.
  • Polaris Wealth Advisory Group first reported a position in MKS Inc in Q3 2020 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's MKS Inc position peaked at $15.5M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held MKS Inc as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.