AssetMark Inc

AssetMark Inc’s Anywhere Real Estate HOUS Stock Holding History

AssetMark Inc’s Portfolio HOUS Stock Details HOUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-525	Closed	-$8K	–	1575
2022 Q1	$8K	Sell	525 -1,009	-66%	-$16.8K	﹤0.01%	1218
2021 Q4	$26K	Buy	1,534 +17	+1%	+$296	﹤0.01%	1026
2021 Q3	$27K	Buy	1,517 +1,000	+193%	+$17.6K	﹤0.01%	894
2021 Q2	$9K	Buy	+517	New	+$8.83K	﹤0.01%	1001
2019 Q3	–	Sell	-286	Closed	-$2K	–	1351
2019 Q2	$2K	Buy	286 +141	+97%	+$1.31K	﹤0.01%	1163
2019 Q1	$2K	Buy	145 +10	+7%	+$154	﹤0.01%	1168
2018 Q4	$2K	Sell	135 -16	-11%	-$291	﹤0.01%	1216
2018 Q3	$3K	Sell	151 -15	-9%	-$327	﹤0.01%	1225
2018 Q2	$4K	Sell	166 -5	-3%	-$124	﹤0.01%	1194
2018 Q1	$5K	Buy	171 +25	+17%	+$656	﹤0.01%	1153
2017 Q4	$4K	Buy	+146	New	+$4.23K	﹤0.01%	1288
2015 Q2	–	Sell	-14,631	Closed	-$665K	–	628
2015 Q1	$665K	Sell	14,631 -2,284	-14%	-$105K	0.01%	337
2014 Q4	$753K	Sell	16,915 -1,266	-7%	-$52.6K	0.02%	330
2014 Q3	$676K	Sell	18,181 -6,163	-25%	-$241K	0.02%	346
2014 Q2	$918K	Buy	+24,344	New	+$945K	0.02%	306

Other funds holding HOUS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return