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SYSTM Wealth Solutions’s MKS Inc MKSI Stock Holding History

SYSTM Wealth Solutions’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
-155
Closed -$20.2K – 421
2024
Q2 		$20.2K Sell
155
-7
-4% -$883 ﹤0.01% 369
2024
Q1 		$21.5K Hold
162
– – ﹤0.01% 690
2023
Q4 		$16.7K Buy
+162
New +$13.2K ﹤0.01% 755

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

SYSTM Wealth Solutions's MKSI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of MKS Inc (MKSI) in Q3 2024, closing a stake of 155 shares — an estimated $20.2K sold.

SYSTM Wealth Solutions first reported a position in MKSI in Q4 2023 and held it in 3 quarters. The position peaked at $21.5K in Q1 2024. 409 funds tracked by Wall St. Rank hold MKSI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining MKS Inc position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 155 MKS Inc shares in Q3 2024, an estimated $20.2K.
  • SYSTM Wealth Solutions first reported a position in MKS Inc in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's MKS Inc position peaked at $21.5K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held MKS Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.