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

ALPS Advisors’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	-9,695	Closed	-$335K	–	1160
2024 Q2	$335K	Sell	9,695 -55	-0.6%	-$1.9K	﹤0.01%	775
2024 Q1	$345K	Buy	+9,750	New	+$319K	﹤0.01%	852

Other funds holding AMK

BTI

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

ALPS Advisors's AMK Position: Q3 2024 in Review

ALPS Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 9,695 shares — an estimated $335K sold.

ALPS Advisors first reported a position in AMK in Q1 2024 and held it in 2 quarters. The position peaked at $345K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

ALPS Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
ALPS Advisors sold 9,695 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $335K.
ALPS Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q1 2024 and held it in 2 quarters.
ALPS Advisors's AssetMark Financial Holdings, Inc. position peaked at $345K in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.