TWA
MKSI icon

TCI Wealth Advisors’s MKS Inc MKSI Stock Holding History

TCI 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
Q2 		– Sell
-21
Closed -$1.86K – 1406
2023
Q1 		$1.86K Sell
21
-241
-92% -$23K ﹤0.01% 1985
2022
Q4 		$22.2K Buy
262
+157
+150% +$12.6K ﹤0.01% 650
2022
Q3 		$9K Sell
105
-29
-22% -$2.98K ﹤0.01% 1081
2022
Q2 		$14K Buy
134
+39
+41% +$4.54K ﹤0.01% 808
2022
Q1 		$14K Buy
95
+52
+121% +$8.08K ﹤0.01% 886
2021
Q4 		$7K Hold
43
– – ﹤0.01% 1434
2021
Q3 		$6K Hold
43
– – ﹤0.01% 1480
2021
Q2 		$8K Hold
43
– – ﹤0.01% 1118
2021
Q1 		$8K Hold
43
– – ﹤0.01% 993
2020
Q4 		$6K Hold
43
– – ﹤0.01% 814
2020
Q3 		$5K Sell
43
-48
-53% -$5.63K ﹤0.01% 776
2020
Q2 		$10K Hold
91
– – ﹤0.01% 573
2020
Q1 		$7K Buy
91
+43
+90% +$4.4K ﹤0.01% 640
2019
Q4 		$5K Sell
48
-42
-47% -$4.4K ﹤0.01% 859
2019
Q3 		$8K Buy
+90
New +$7.43K ﹤0.01% 693

Other funds holding MKSI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TCI Wealth Advisors's MKSI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MKS Inc (MKSI) in Q2 2023, closing a stake of 21 shares — an estimated $1.86K sold.

TCI Wealth Advisors first reported a position in MKSI in Q3 2019 and held it in 15 quarters. The position peaked at $22.2K in Q4 2022. 319 funds tracked by Wall St. Rank hold MKSI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MKS Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 21 MKS Inc shares in Q2 2023, an estimated $1.86K.
  • TCI Wealth Advisors first reported a position in MKS Inc in Q3 2019 and held it in 15 quarters.
  • TCI Wealth Advisors's MKS Inc position peaked at $22.2K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held MKS Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.