AssetMark Inc
ACLC

AssetMark Inc’s American Century Large Cap Equity ETF ACLC Stock Holding History

AssetMark Inc’s Portfolio ACLC Stock Details ACLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-460
Closed -$20K – 1673
2022
Q3 		$20K Buy
+460
New +$22.5K ﹤0.01% 1133

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FAG
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CFS
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AWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NHT
New Hampshire Trust Concord, New Hampshire $496M AUM 22.69% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

AssetMark Inc's ACLC Position: Q4 2022 in Review

AssetMark Inc sold out of American Century Large Cap Equity ETF (ACLC) in Q4 2022, closing a stake of 460 shares — an estimated $20K sold.

AssetMark Inc first reported a position in ACLC in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 15 funds tracked by Wall St. Rank hold ACLC as of Q4 2022.

  • AssetMark Inc reported no remaining American Century Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • AssetMark Inc sold 460 American Century Large Cap Equity ETF shares in Q4 2022, an estimated $20K.
  • AssetMark Inc first reported a position in American Century Large Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • AssetMark Inc's American Century Large Cap Equity ETF position peaked at $20K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q4 2022.

Based on AssetMark Inc's 13F filing for Q4 2022, filed 10 Feb 2023.