AssetMark Inc’s American Century Large Cap Growth ETF ACGR Stock Holding History

AssetMark Inc’s Portfolio ACGR Stock Details ACGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-88	Closed	-$5.08K	–	2784
2024 Q4	$5.08K	Buy	+88	New	+$5.04K	﹤0.01%	1924

Other funds holding ACGR

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CMP

Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return

AssetMark Inc's ACGR Position: Q1 2025 in Review

AssetMark Inc sold out of American Century Large Cap Growth ETF (ACGR) in Q1 2025, closing a stake of 88 shares — an estimated $5.08K sold.

AssetMark Inc first reported a position in ACGR in Q4 2024 and held it in 1 quarter. The position peaked at $5.08K in Q4 2024. 6 funds tracked by Wall St. Rank hold ACGR as of Q1 2025.

AssetMark Inc reported no remaining American Century Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
AssetMark Inc sold 88 American Century Large Cap Growth ETF shares in Q1 2025, an estimated $5.08K.
AssetMark Inc first reported a position in American Century Large Cap Growth ETF in Q4 2024 and held it in 1 quarter.
AssetMark Inc's American Century Large Cap Growth ETF position peaked at $5.08K in Q4 2024.
6 funds tracked by Wall St. Rank held American Century Large Cap Growth ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.