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Wipfli Financial Advisors’s MKS Inc MKSI Stock Holding History

Wipfli 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
2022
Q3 		$56K Buy
+680
New +$70K ﹤0.01% 1020

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

Wipfli Financial Advisors's MKSI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in MKS Inc (MKSI) in Q3 2022: 680 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

356 funds tracked by Wall St. Rank hold MKSI as of Q3 2022.

  • Wipfli Financial Advisors held 680 shares of MKS Inc worth $56K as of Q3 2022.
  • MKS Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • MKS Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1020 holding.
  • 356 funds tracked by Wall St. Rank held MKS Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.