AssetMark Inc

AssetMark Inc’s A10 Networks ATEN Stock Holding History

AssetMark Inc’s Portfolio ATEN Stock Details ATEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.09K	Buy	220 +56	+34%	+$1.09K	﹤0.01%	2561
2025 Q4	$2.9K	Buy	164 +10	+6%	+$177	﹤0.01%	2657
2025 Q3	$2.79K	Buy	154 +13	+9%	+$235	﹤0.01%	2536
2025 Q2	$2.73K	Buy	141 +81	+135%	+$1.38K	﹤0.01%	2334
2025 Q1	$980	Hold	60	–	–	﹤0.01%	2298
2024 Q4	$1.1K	Sell	60 -23	-28%	-$375	﹤0.01%	2225
2024 Q3	$1.2K	Buy	83 +15	+22%	+$202	﹤0.01%	1965
2024 Q2	$942	Sell	68 -234	-77%	-$3.33K	﹤0.01%	1860
2024 Q1	$4.13K	Sell	302 -124,184	-100%	-$1.67M	﹤0.01%	1486
2023 Q4	$1.64M	Buy	124,486 +85,281	+218%	+$1.03M	0.01%	567
2023 Q3	$589K	Buy	39,205 +660	+2%	+$9.78K	﹤0.01%	727
2023 Q2	$562K	Buy	38,545 +1,983	+5%	+$28.7K	﹤0.01%	709
2023 Q1	$566K	Sell	36,562 -52,244	-59%	-$797K	﹤0.01%	694
2022 Q4	$1.48M	Buy	88,806 +3,888	+5%	+$66.6K	0.01%	490
2022 Q3	$1.13M	Buy	84,918 +83,416	+5,554%	+$1.19M	0.01%	481
2022 Q2	$22K	Buy	+1,502	New	+$21.8K	﹤0.01%	1102

Other funds holding ATEN

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return