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

Allworth 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
2024 Q3	–	Sell	-15	Closed	-$516	–	3870
2024 Q2	$516	Hold	15	–	–	﹤0.01%	3366
2024 Q1	$532	Buy	15 +5	+50%	+$163	﹤0.01%	3273
2023 Q4	$300	Buy	+10	New	+$257	﹤0.01%	3239
2022 Q3	–	Sell	-694	Closed	-$13K	–	3192
2022 Q2	$13K	Buy	+694	New	+$13.9K	﹤0.01%	1472

Other funds holding AMK

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Allworth Financial's AMK Position: Q3 2024 in Review

Allworth Financial sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 15 shares — an estimated $516 sold.

Allworth Financial first reported a position in AMK in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Allworth Financial reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Allworth Financial sold 15 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $516.
Allworth Financial first reported a position in AssetMark Financial Holdings, Inc. in Q2 2022 and held it in 4 quarters.
Allworth Financial's AssetMark Financial Holdings, Inc. position peaked at $13K in Q2 2022.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.