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

Advisornet Financial’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
2023 Q2	–	Sell	-13	Closed	-$409	–	2524
2023 Q1	$409	Buy	13 +2	+18%	+$56	﹤0.01%	2117
2022 Q4	$253	Buy	+11	New	+$242	﹤0.01%	2175

Other funds holding AMK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advisornet Financial's AMK Position: Q2 2023 in Review

Advisornet Financial sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2023, closing a stake of 13 shares — an estimated $409 sold.

Advisornet Financial first reported a position in AMK in Q4 2022 and held it in 2 quarters. The position peaked at $409 in Q1 2023. 118 funds tracked by Wall St. Rank hold AMK as of Q2 2023.

Advisornet Financial reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 13 AssetMark Financial Holdings, Inc. shares in Q2 2023, an estimated $409.
Advisornet Financial first reported a position in AssetMark Financial Holdings, Inc. in Q4 2022 and held it in 2 quarters.
Advisornet Financial's AssetMark Financial Holdings, Inc. position peaked at $409 in Q1 2023.
118 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.