Arax Advisory Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Arax Advisory Partners’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	-365	Closed	-$12.6K	–	2668
2024 Q2	$12.6K	Buy	+365	New	+$12.6K	﹤0.01%	1161

Other funds holding AMK

BTI

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

Arax Advisory Partners's AMK Position: Q3 2024 in Review

Arax Advisory Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 365 shares — an estimated $12.6K sold.

Arax Advisory Partners first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $12.6K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Arax Advisory Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Arax Advisory Partners sold 365 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $12.6K.
Arax Advisory Partners first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Arax Advisory Partners's AssetMark Financial Holdings, Inc. position peaked at $12.6K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Arax Advisory Partners's 13F filing for Q3 2024, filed 6 Nov 2024.