AssetMark Inc
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AssetMark Inc’s Global X Aging Population ETF AGNG Stock Holding History

AssetMark Inc’s Portfolio AGNG Stock Details AGNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-981
Closed -$23K – 1345
2019
Q4 		$23K Buy
+981
New +$22.4K ﹤0.01% 899

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

AssetMark Inc's AGNG Position: Q1 2020 in Review

AssetMark Inc sold out of Global X Aging Population ETF (AGNG) in Q1 2020, closing a stake of 981 shares — an estimated $23K sold.

AssetMark Inc first reported a position in AGNG in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 19 funds tracked by Wall St. Rank hold AGNG as of Q1 2020.

  • AssetMark Inc reported no remaining Global X Aging Population ETF position as of Q1 2020 after selling out during the quarter.
  • AssetMark Inc sold 981 Global X Aging Population ETF shares in Q1 2020, an estimated $23K.
  • AssetMark Inc first reported a position in Global X Aging Population ETF in Q4 2019 and held it in 1 quarter.
  • AssetMark Inc's Global X Aging Population ETF position peaked at $23K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2020.

Based on AssetMark Inc's 13F filing for Q1 2020, filed 12 May 2020.