Sutton Wealth Advisors’s MKS Inc MKSI Stock Holding History

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$508	–	1254
2022 Q4	$508	Sell	6 -6	-50%	-$481	﹤0.01%	1488
2022 Q3	$992	Buy	12 +5	+71%	+$515	﹤0.01%	1299
2022 Q2	$718	Buy	7 +5	+250%	+$582	﹤0.01%	1369
2022 Q1	$300	Sell	2 -4	-67%	-$621	﹤0.01%	1541
2021 Q4	$1.04K	Buy	+6	New	+$938	﹤0.01%	1319
2018 Q4	–	Sell	-6	Closed	-$481	–	1168
2018 Q3	$481	Buy	+6	New	+$548	﹤0.01%	1092
2017 Q4	–	Sell	-687	Closed	-$64.9K	–	1099
2017 Q3	$64.9K	Hold	687	–	–	0.05%	231
2017 Q2	$46.2K	Hold	687	–	–	0.04%	276
2017 Q1	$47.2K	Hold	687	–	–	0.04%	275
2016 Q4	$40.8K	Hold	687	–	–	0.04%	300
2016 Q3	$34.2K	Hold	687	–	–	0.03%	321
2016 Q2	$29.6K	Hold	687	–	–	0.03%	341
2016 Q1	$25.9K	Buy	+687	New	+$23.5K	0.02%	371

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's MKSI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 6 shares — an estimated $508 sold.

Sutton Wealth Advisors first reported a position in MKSI in Q1 2016 and held it in 13 quarters. The position peaked at $64.9K in Q3 2017. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

Sutton Wealth Advisors reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 MKS Inc shares in Q1 2023, an estimated $508.
Sutton Wealth Advisors first reported a position in MKS Inc in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's MKS Inc position peaked at $64.9K in Q3 2017.
323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.