VFA
MKSI icon

Valeo Financial Advisors’s MKS Inc MKSI Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-4
Closed – – 1770
2020
Q3 		$0 Sell
4
-252
-98% -$29.5K ﹤0.01% 1926
2020
Q2 		$29K Hold
256
– – ﹤0.01% 931
2020
Q1 		$23K Sell
256
-36
-12% -$3.68K ﹤0.01% 858
2019
Q4 		$32K Sell
292
-14
-5% -$1.47K ﹤0.01% 795
2019
Q3 		$28K Sell
306
-53
-15% -$4.38K ﹤0.01% 766
2019
Q2 		$28K Sell
359
-56
-13% -$4.73K ﹤0.01% 760
2019
Q1 		$39K Buy
+415
New +$33.5K ﹤0.01% 619
2018
Q2 		– Sell
-39
Closed -$5K – 1703
2018
Q1 		$5K Buy
+39
New +$4.28K ﹤0.01% 1143

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valeo Financial Advisors's MKSI Position: Q4 2020 in Review

Valeo Financial Advisors sold out of MKS Inc (MKSI) in Q4 2020, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in MKSI in Q1 2018 and held it in 8 quarters. The position peaked at $39K in Q1 2019. 352 funds tracked by Wall St. Rank hold MKSI as of Q4 2020.

  • Valeo Financial Advisors reported no remaining MKS Inc position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 MKS Inc shares in Q4 2020.
  • Valeo Financial Advisors first reported a position in MKS Inc in Q1 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's MKS Inc position peaked at $39K in Q1 2019.
  • 352 funds tracked by Wall St. Rank held MKS Inc as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.