Allianz Asset Management
AMK

Allianz Asset Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Allianz Asset 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
2024
Q1 		– Sell
-9,201
Closed -$276K – 2280
2023
Q4 		$276K Buy
+9,201
New +$236K ﹤0.01% 1998

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management's AMK Position: Q1 2024 in Review

Allianz Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 9,201 shares — an estimated $276K sold.

Allianz Asset Management first reported a position in AMK in Q4 2023 and held it in 1 quarter. The position peaked at $276K in Q4 2023. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

  • Allianz Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Allianz Asset Management sold 9,201 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $276K.
  • Allianz Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • Allianz Asset Management's AssetMark Financial Holdings, Inc. position peaked at $276K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on Allianz Asset Management's 13F filing for Q1 2024, filed 14 May 2024.