AR
AMK

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

Advisory Research’s Portfolio AMK Stock Details AMK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,129
Closed -$745K – 502
2023
Q2 		$745K Sell
25,129
-11,326
-31% -$336K 0.1% 239
2023
Q1 		$1.15M Buy
36,455
+9,747
+36% +$307K 0.19% 134
2022
Q4 		$614K Buy
+26,708
New +$614K 0.06% 226