Ameritas Investment Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,169
| Closed | -$74.9K | – | 3150 |
|
|
2024
Q2 | $74.9K | Hold |
2,169
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q1 | $76.8K | Hold |
2,169
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q4 | $65K | Hold |
2,169
| – | – | ﹤0.01% | 2013 |
|
|
2023
Q3 | $54.4K | Buy |
2,169
+438
| +25% | +$12.5K | ﹤0.01% | 2052 |
|
|
2023
Q2 | $51.3K | Hold |
1,731
| – | – | ﹤0.01% | 2038 |
|
|
2023
Q1 | $54.4K | Buy |
1,731
+286
| +20% | +$8.02K | ﹤0.01% | 1930 |
|
|
2022
Q4 | $37.1K | Hold |
1,445
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q3 | $26K | Hold |
1,445
| – | – | ﹤0.01% | 2396 |
|
|
2022
Q2 | $27K | Hold |
1,445
| – | – | ﹤0.01% | 2402 |
|
|
2022
Q1 | $32K | Hold |
1,445
| – | – | ﹤0.01% | 2333 |
|
|
2021
Q4 | $38K | Hold |
1,445
| – | – | ﹤0.01% | 2310 |
|
|
2021
Q3 | $36K | Hold |
1,445
| – | – | ﹤0.01% | 2367 |
|
|
2021
Q2 | $36K | Hold |
1,445
| – | – | ﹤0.01% | 2408 |
|
|
2021
Q1 | $34K | Hold |
1,445
| – | – | ﹤0.01% | 2302 |
|
|
2020
Q4 | $35K | Hold |
1,445
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q3 | $31K | Hold |
1,445
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q2 | $39K | Buy |
1,445
+300
| +26% | +$7.35K | ﹤0.01% | 1987 |
|
|
2020
Q1 | $23K | Hold |
1,145
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q4 | $33K | Hold |
1,145
| – | – | ﹤0.01% | 2148 |
|
|
2019
Q3 | $30K | Buy |
+1,145
| New | +$30.7K | ﹤0.01% | 2177 |
|
Other funds holding AMK
Ameritas Investment Partners's AMK Position: Q3 2024 in Review
Ameritas Investment Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 2,169 shares — an estimated $74.9K sold.
Ameritas Investment Partners first reported a position in AMK in Q3 2019 and held it in 20 quarters. The position peaked at $76.8K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.
- Ameritas Investment Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
- Ameritas Investment Partners sold 2,169 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $74.9K.
- Ameritas Investment Partners first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 20 quarters.
- Ameritas Investment Partners's AssetMark Financial Holdings, Inc. position peaked at $76.8K in Q1 2024.
- 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.
Based on Ameritas Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.