AssetMark Inc
ISBC

AssetMark Inc’s Investors Bancorp, Inc. ISBC Stock Holding History

AssetMark Inc’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-967
Closed -$8K – 1486
2020
Q1 		$8K Buy
967
+631
+188% +$6.79K ﹤0.01% 1030
2019
Q4 		$4K Buy
+336
New +$4.02K ﹤0.01% 1155
2016
Q1 		– Sell
-71
Closed -$1K – 1466
2015
Q4 		$1K Buy
+71
New +$894 ﹤0.01% 1304

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AssetMark Inc's ISBC Position: Q2 2020 in Review

AssetMark Inc sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 967 shares — an estimated $8K sold.

AssetMark Inc first reported a position in ISBC in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q1 2020. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

  • AssetMark Inc reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • AssetMark Inc sold 967 Investors Bancorp, Inc. shares in Q2 2020, an estimated $8K.
  • AssetMark Inc first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 3 quarters.
  • AssetMark Inc's Investors Bancorp, Inc. position peaked at $8K in Q1 2020.
  • 235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on AssetMark Inc's 13F filing for Q2 2020, filed 11 Aug 2020.