SOA Wealth Advisors’s MKS Inc MKSI Stock Holding History

SOA 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
2022 Q2	–	Sell	-3	Closed	–	–	943
2022 Q1	$0	Hold	3	–	–	﹤0.01%	966
2021 Q4	$0	Hold	3	–	–	﹤0.01%	939
2021 Q3	$0	Buy	+3	New	+$461	﹤0.01%	953

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

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

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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

SOA Wealth Advisors's MKSI Position: Q2 2022 in Review

SOA Wealth Advisors sold out of MKS Inc (MKSI) in Q2 2022, closing a stake of 3 shares.

SOA Wealth Advisors first reported a position in MKSI in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q1 2022. 373 funds tracked by Wall St. Rank hold MKSI as of Q2 2022.

SOA Wealth Advisors reported no remaining MKS Inc position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 3 MKS Inc shares in Q2 2022.
SOA Wealth Advisors first reported a position in MKS Inc in Q3 2021 and held it in 3 quarters.
SOA Wealth Advisors's MKS Inc position peaked at $0 in Q1 2022.
373 funds tracked by Wall St. Rank held MKS Inc as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.