Wealthcare Advisory Partners’s MKS Inc MKSI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-217	Closed	-$40K	–	1328
2021 Q1	$40K	Buy	+217	New	+$36.5K	﹤0.01%	949
2020 Q2	–	Sell	-211	Closed	-$17K	–	956
2020 Q1	$17K	Hold	211	–	–	﹤0.01%	775
2019 Q4	$23K	Hold	211	–	–	﹤0.01%	731
2019 Q3	$19K	Hold	211	–	–	﹤0.01%	762
2019 Q2	$16K	Sell	211 -36	-15%	-$3.04K	﹤0.01%	778
2019 Q1	$23K	Hold	247	–	–	﹤0.01%	623
2018 Q4	$16K	Hold	247	–	–	﹤0.01%	685
2018 Q3	$20K	Hold	247	–	–	﹤0.01%	673
2018 Q2	$24K	Hold	247	–	–	﹤0.01%	631
2018 Q1	$29K	Buy	247 +216	+697%	+$23.7K	0.01%	515
2017 Q4	$3K	Buy	+31	New	+$3.09K	﹤0.01%	883

Other funds holding MKSI

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Advisory Partners's MKSI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of MKS Inc (MKSI) in Q2 2021, closing a stake of 217 shares — an estimated $40K sold.

Wealthcare Advisory Partners first reported a position in MKSI in Q4 2017 and held it in 11 quarters. The position peaked at $40K in Q1 2021. 375 funds tracked by Wall St. Rank hold MKSI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining MKS Inc position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 217 MKS Inc shares in Q2 2021, an estimated $40K.
Wealthcare Advisory Partners first reported a position in MKS Inc in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's MKS Inc position peaked at $40K in Q1 2021.
375 funds tracked by Wall St. Rank held MKS Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.