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Sowell Financial Services’s MKS Inc MKSI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-796
Closed -$143K – 1865
2021
Q1 		$143K Buy
796
+566
+246% +$95.1K 0.01% 1212
2020
Q4 		$35K Hold
230
– – ﹤0.01% 1526
2020
Q3 		$25K Hold
230
– – ﹤0.01% 1463
2020
Q2 		$26K Hold
230
– – ﹤0.01% 1379
2020
Q1 		$19K Sell
230
-76
-25% -$7.78K ﹤0.01% 1415
2019
Q4 		$34K Buy
306
+31
+11% +$3.25K ﹤0.01% 1284
2019
Q3 		$25K Buy
+275
New +$22.7K ﹤0.01% 1206

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's MKSI Position: Q2 2021 in Review

Sowell Financial Services sold out of MKS Inc (MKSI) in Q2 2021, closing a stake of 796 shares — an estimated $143K sold.

Sowell Financial Services first reported a position in MKSI in Q3 2019 and held it in 7 quarters. The position peaked at $143K in Q1 2021. 375 funds tracked by Wall St. Rank hold MKSI as of Q2 2021.

  • Sowell Financial Services reported no remaining MKS Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 796 MKS Inc shares in Q2 2021, an estimated $143K.
  • Sowell Financial Services first reported a position in MKS Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's MKS Inc position peaked at $143K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held MKS Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.