Regent Peak Wealth Advisors’s MKS Inc MKSI Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-17	Closed	-$3K	–	647
2020 Q4	$3K	Buy	+17	New	+$2.22K	﹤0.01%	753

Other funds holding MKSI

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

Regent Peak Wealth Advisors's MKSI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of MKS Inc (MKSI) in Q1 2021, closing a stake of 17 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in MKSI in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 351 funds tracked by Wall St. Rank hold MKSI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining MKS Inc position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 17 MKS Inc shares in Q1 2021, an estimated $3K.
Regent Peak Wealth Advisors first reported a position in MKS Inc in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's MKS Inc position peaked at $3K in Q4 2020.
351 funds tracked by Wall St. Rank held MKS Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.