American Century Companies’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

American Century Companies’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	-23,385	Closed	-$808K	–	2985
2024 Q2	$808K	Buy	23,385 +3,700	+19%	+$127K	﹤0.01%	2256
2024 Q1	$697K	Buy	19,685 +11,562	+142%	+$378K	﹤0.01%	2299
2023 Q4	$243K	Sell	8,123 -12	-0.1%	-$308	﹤0.01%	2634
2023 Q3	$204K	Sell	8,135 -6	-0.1%	-$171	﹤0.01%	2585
2023 Q2	$241K	Hold	8,141	–	–	﹤0.01%	2470
2023 Q1	$250K	Buy	+8,141	New	+$228K	﹤0.01%	2357
2019 Q4	–	Sell	-180,062	Closed	-$4.69M	–	1577
2019 Q3	$4.69M	Buy	+180,062	New	+$4.83M	﹤0.01%	818

Other funds holding AMK

BTI

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

American Century Companies's AMK Position: Q3 2024 in Review

American Century Companies sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 23,385 shares — an estimated $808K sold.

American Century Companies first reported a position in AMK in Q3 2019 and held it in 7 quarters. The position peaked at $4.69M in Q3 2019. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

American Century Companies reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
American Century Companies sold 23,385 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $808K.
American Century Companies first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 7 quarters.
American Century Companies's AssetMark Financial Holdings, Inc. position peaked at $4.69M in Q3 2019.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on American Century Companies's 13F filing for Q3 2024, filed 12 Nov 2024.