TFA
MKSI icon

Toth Financial Advisory’s MKS Inc MKSI Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-6,150
Closed -$925K – 698
2020
Q4 		$925K Buy
+6,150
New +$804K 0.16% 111
2019
Q3 		– Sell
-100
Closed -$8K – 498
2019
Q2 		$8K Hold
100
– – ﹤0.01% 333
2019
Q1 		$9K Buy
+100
New +$8.06K ﹤0.01% 310

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toth Financial Advisory's MKSI Position: Q1 2021 in Review

Toth Financial Advisory sold out of MKS Inc (MKSI) in Q1 2021, closing a stake of 6,150 shares — an estimated $925K sold.

Toth Financial Advisory first reported a position in MKSI in Q1 2019 and held it in 3 quarters. The position peaked at $925K in Q4 2020. 351 funds tracked by Wall St. Rank hold MKSI as of Q1 2021.

  • Toth Financial Advisory reported no remaining MKS Inc position as of Q1 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 6,150 MKS Inc shares in Q1 2021, an estimated $925K.
  • Toth Financial Advisory first reported a position in MKS Inc in Q1 2019 and held it in 3 quarters.
  • Toth Financial Advisory's MKS Inc position peaked at $925K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held MKS Inc as of Q1 2021.

Based on Toth Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.