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Total Clarity Wealth Management’s MKS Inc MKSI Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-370
Closed -$38K – 680
2022
Q2 		$38K Buy
+370
New +$43.1K 0.02% 449
2022
Q1 		– Sell
-370
Closed -$64K – 633
2021
Q4 		$64K Hold
370
– – 0.03% 363
2021
Q3 		$56K Buy
+370
New +$56.8K 0.03% 384
2021
Q2 		– Sell
-370
Closed -$69K – 521
2021
Q1 		$69K Buy
+370
New +$62.2K 0.04% 292
2020
Q1 		– Sell
-370
Closed -$41K – 413
2019
Q4 		$41K Buy
+370
New +$38.8K 0.03% 295

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
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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Total Clarity Wealth Management's MKSI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of MKS Inc (MKSI) in Q3 2022, closing a stake of 370 shares — an estimated $38K sold.

Total Clarity Wealth Management first reported a position in MKSI in Q4 2019 and held it in 5 quarters. The position peaked at $69K in Q1 2021. 356 funds tracked by Wall St. Rank hold MKSI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining MKS Inc position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 370 MKS Inc shares in Q3 2022, an estimated $38K.
  • Total Clarity Wealth Management first reported a position in MKS Inc in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's MKS Inc position peaked at $69K in Q1 2021.
  • 356 funds tracked by Wall St. Rank held MKS Inc as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.