AssetMark Inc
CLSA

AssetMark Inc’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

AssetMark Inc’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-354
Closed -$10K – 1784
2021
Q4 		$10K Buy
+354
New +$9.33K ﹤0.01% 1165

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OPS
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Envestnet Asset Management
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TIM
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SWM
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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc's CLSA Position: Q1 2022 in Review

AssetMark Inc sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q1 2022, closing a stake of 354 shares — an estimated $10K sold.

AssetMark Inc first reported a position in CLSA in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 12 funds tracked by Wall St. Rank hold CLSA as of Q1 2022.

  • AssetMark Inc reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q1 2022 after selling out during the quarter.
  • AssetMark Inc sold 354 Cabana Target Leading Sector Aggressive ETF shares in Q1 2022, an estimated $10K.
  • AssetMark Inc first reported a position in Cabana Target Leading Sector Aggressive ETF in Q4 2021 and held it in 1 quarter.
  • AssetMark Inc's Cabana Target Leading Sector Aggressive ETF position peaked at $10K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q1 2022.

Based on AssetMark Inc's 13F filing for Q1 2022, filed 13 May 2022.