AG
AMK

Advisor Group’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Advisor Group’s Portfolio AMK Stock Details AMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$3K – 5481
2019
Q3 		$3K Buy
+100
New +$2.68K ﹤0.01% 4891

Other funds holding AMK

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisor Group's AMK Position: Q4 2019 in Review

Advisor Group sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Advisor Group first reported a position in AMK in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 67 funds tracked by Wall St. Rank hold AMK as of Q4 2019.

  • Advisor Group reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 100 AssetMark Financial Holdings, Inc. shares in Q4 2019, an estimated $3K.
  • Advisor Group first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 1 quarter.
  • Advisor Group's AssetMark Financial Holdings, Inc. position peaked at $3K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.