Aigen Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Aigen Investment Management’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
2021 Q4	–	Sell	-8,081	Closed	-$201K	–	1212
2021 Q3	$201K	Buy	+8,081	New	+$209K	0.04%	424
2021 Q2	–	Sell	-9,863	Closed	-$230K	–	777
2021 Q1	$230K	Buy	+9,863	New	+$239K	0.03%	494

Other funds holding AMK

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Aigen Investment Management's AMK Position: Q4 2021 in Review

Aigen Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2021, closing a stake of 8,081 shares — an estimated $201K sold.

Aigen Investment Management first reported a position in AMK in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q1 2021. 89 funds tracked by Wall St. Rank hold AMK as of Q4 2021.

Aigen Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
Aigen Investment Management sold 8,081 AssetMark Financial Holdings, Inc. shares in Q4 2021, an estimated $201K.
Aigen Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
Aigen Investment Management's AssetMark Financial Holdings, Inc. position peaked at $230K in Q1 2021.
89 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2021.

Based on Aigen Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.