Tradition Wealth Management’s MKS Inc MKSI Stock Holding History

Tradition 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 Q4	–	Sell	-533	Closed	-$44K	–	1188
2022 Q3	$44K	Buy	+533	New	+$54.9K	0.01%	539

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Tradition Wealth Management's MKSI Position: Q4 2022 in Review

Tradition Wealth Management sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 533 shares — an estimated $44K sold.

Tradition Wealth Management first reported a position in MKSI in Q3 2022 and held it in 1 quarter. The position peaked at $44K in Q3 2022. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

Tradition Wealth Management reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 533 MKS Inc shares in Q4 2022, an estimated $44K.
Tradition Wealth Management first reported a position in MKS Inc in Q3 2022 and held it in 1 quarter.
Tradition Wealth Management's MKS Inc position peaked at $44K in Q3 2022.
315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.