AssetMark Inc

AssetMark Inc’s AutoNation AN Stock Holding History

AssetMark Inc’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17K	Sell	6 -17	-74%	-$3.43K	﹤0.01%	3005
2025 Q4	$4.75K	Buy	23 +3	+15%	+$624	﹤0.01%	2486
2025 Q3	$4.38K	Buy	20 +6	+43%	+$1.26K	﹤0.01%	2391
2025 Q2	$2.78K	Buy	14 +13	+1,300%	+$2.35K	﹤0.01%	2327
2025 Q1	$162	Sell	1 -12	-92%	-$2.14K	﹤0.01%	2543
2024 Q4	$2.21K	Buy	13 +1	+8%	+$169	﹤0.01%	2100
2024 Q3	$2.15K	Hold	12	–	–	﹤0.01%	1876
2024 Q2	$1.91K	Hold	12	–	–	﹤0.01%	1754
2024 Q1	$1.99K	Buy	+12	New	+$1.77K	﹤0.01%	1587
2022 Q2	–	Sell	-1,431	Closed	-$142K	–	1470
2022 Q1	$142K	Sell	1,431 -357	-20%	-$39.5K	﹤0.01%	759
2021 Q4	$209K	Sell	1,788 -53	-3%	-$6.38K	﹤0.01%	691
2021 Q3	$224K	Buy	1,841 +853	+86%	+$96.3K	﹤0.01%	558
2021 Q2	$94K	Buy	+988	New	+$96.8K	﹤0.01%	643
2021 Q1	–	Sell	-200	Closed	-$14K	–	1330
2020 Q4	$14K	Buy	+200	New	+$12.6K	﹤0.01%	877
2016 Q1	–	Sell	-30	Closed	-$2K	–	1172
2015 Q4	$2K	Buy	+30	New	+$1.86K	﹤0.01%	1070

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return