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SkyOak Wealth’s MKS Inc MKSI Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-1,856
Closed -$242K – 252
2024
Q2 		$242K Sell
1,856
-145
-7% -$18.3K 0.06% 204
2024
Q1 		$266K Sell
2,001
-720
-26% -$83.7K 0.06% 205
2023
Q4 		$280K Sell
2,721
-1,066
-28% -$86.6K 0.07% 193
2023
Q3 		$328K Sell
3,787
-1,951
-34% -$190K 0.1% 151
2023
Q2 		$620K Sell
5,738
-1,728
-23% -$158K 0.18% 101
2023
Q1 		$662K Sell
7,466
-268
-3% -$25.6K 0.2% 99
2022
Q4 		$655K Sell
7,734
-932
-11% -$74.7K 0.22% 98
2022
Q3 		$716K Sell
8,666
-229
-3% -$23.6K 0.26% 84
2022
Q2 		$913K Sell
8,895
-1,581
-15% -$184K 0.31% 77
2022
Q1 		$1.57M Sell
10,476
-1,663
-14% -$258K 0.44% 61
2021
Q4 		$2.11M Buy
12,139
+1,045
+9% +$163K 0.54% 53
2021
Q3 		$1.67M Buy
+11,094
New +$1.7M 0.45% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SkyOak Wealth's MKSI Position: Q3 2024 in Review

SkyOak Wealth sold out of MKS Inc (MKSI) in Q3 2024, closing a stake of 1,856 shares — an estimated $242K sold.

SkyOak Wealth first reported a position in MKSI in Q3 2021 and held it in 12 quarters. The position peaked at $2.11M in Q4 2021. 409 funds tracked by Wall St. Rank hold MKSI as of Q3 2024.

  • SkyOak Wealth reported no remaining MKS Inc position as of Q3 2024 after selling out during the quarter.
  • SkyOak Wealth sold 1,856 MKS Inc shares in Q3 2024, an estimated $242K.
  • SkyOak Wealth first reported a position in MKS Inc in Q3 2021 and held it in 12 quarters.
  • SkyOak Wealth's MKS Inc position peaked at $2.11M in Q4 2021.
  • 409 funds tracked by Wall St. Rank held MKS Inc as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.