AssetMark Inc
RTB

AssetMark Inc’s RTB Digital RTB Stock Holding History

AssetMark Inc’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$65 – 2747
2024
Q4 		$65 Buy
+1
New +$55 ﹤0.01% 2558

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CSI
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XT
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc's RTB Position: Q1 2025 in Review

AssetMark Inc sold out of RTB Digital (RTB) in Q1 2025, closing a stake of 1 share — an estimated $65 sold.

AssetMark Inc first reported a position in RTB in Q4 2024 and held it in 1 quarter. The position peaked at $65 in Q4 2024. 17 funds tracked by Wall St. Rank hold RTB as of Q1 2025.

  • AssetMark Inc reported no remaining RTB Digital position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 1 RTB Digital share in Q1 2025, an estimated $65.
  • AssetMark Inc first reported a position in RTB Digital in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's RTB Digital position peaked at $65 in Q4 2024.
  • 17 funds tracked by Wall St. Rank held RTB Digital as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.