AssetMark Inc
MIN

AssetMark Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

AssetMark Inc’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,760
Closed -$93.2K – 2045
2023
Q4 		$93.2K Hold
34,760
– – ﹤0.01% 1054
2023
Q3 		$93.2K Hold
34,760
– – ﹤0.01% 997
2023
Q2 		$95.2K Hold
34,760
– – ﹤0.01% 954
2023
Q1 		$96.3K Hold
34,760
– – ﹤0.01% 928
2022
Q4 		$95.9K Hold
34,760
– – ﹤0.01% 921
2022
Q3 		$98K Hold
34,760
– – ﹤0.01% 850
2022
Q2 		$103K Hold
34,760
– – ﹤0.01% 815
2022
Q1 		$109K Hold
34,760
– – ﹤0.01% 779
2021
Q4 		$125K Hold
34,760
– – ﹤0.01% 767
2021
Q3 		$126K Buy
+34,760
New +$128K ﹤0.01% 623

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AssetMark Inc's MIN Position: Q1 2024 in Review

AssetMark Inc sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 34,760 shares — an estimated $93.2K sold.

AssetMark Inc first reported a position in MIN in Q3 2021 and held it in 10 quarters. The position peaked at $126K in Q3 2021. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

  • AssetMark Inc reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
  • AssetMark Inc sold 34,760 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $93.2K.
  • AssetMark Inc first reported a position in Aberdeen Intermediate Income Fund in Q3 2021 and held it in 10 quarters.
  • AssetMark Inc's Aberdeen Intermediate Income Fund position peaked at $126K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.