We rank companies based on fund manager, research analyst and news sentiment
AMK stock icon

AssetMark
AMK

$36.12
2.03%
 

About: AssetMark Financial Holdings Inc is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. It provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.

Employees: 990

0
Funds holding %
of 6,474 funds
0
Analysts bullish %
of 3 analysts
0
News positive %
of 5 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

21% more capital invested

Capital invested by funds: $528M [Q3] → $638M (+$110M) [Q4]

7% more funds holding

Funds holding: 121 [Q3] → 129 (+8) [Q4]

0.33% more ownership

Funds ownership: 28.33% [Q3] → 28.67% (+0.33%) [Q4]

80% less call options, than puts

Call options by funds: $8.99K | Put options by funds: $45K

Research analyst outlook

3 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$32
11%
downside
Avg. target
$37
2%
upside
High target
$41
14%
upside

3 analyst ratings

positive
67%
neutral
33%
negative
0%
Raymond James
Patrick O'Shaughnessy
14%upside
$41
Strong Buy
Maintained
11 Apr 2024
Raymond James
Patrick O'Shaughnessy
5%upside
$38
Strong Buy
Maintained
11 Jan 2024
BMO Capital
James Fotheringham
11%downside
$32
Market Perform
Maintained
7 Nov 2023

Financial journalist opinion

Based on 5 articles about AMK published over the past 30 days