AssetMark Inc
SPXC icon

AssetMark Inc’s SPX Corp SPXC Stock Holding History

AssetMark Inc’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$451K Sell
2,257
-78
-3% -$16.8K ﹤0.01% 1178
2025
Q4 		$467K Sell
2,335
-85
-4% -$17.3K ﹤0.01% 1148
2025
Q3 		$452K Buy
2,420
+895
+59% +$165K ﹤0.01% 1120
2025
Q2 		$256K Buy
1,525
+1
+0.1% +$147 ﹤0.01% 1162
2025
Q1 		$196K Sell
1,524
-129
-8% -$18.5K ﹤0.01% 1149
2024
Q4 		$241K Sell
1,653
-92
-5% -$14.8K ﹤0.01% 1063
2024
Q3 		$278K Buy
1,745
+78
+5% +$11.8K ﹤0.01% 972
2024
Q2 		$237K Buy
1,667
+375
+29% +$49.5K ﹤0.01% 965
2024
Q1 		$159K Buy
1,292
+442
+52% +$48K ﹤0.01% 980
2023
Q4 		$85.9K Hold
850
– – ﹤0.01% 1067
2023
Q3 		$69.2K Sell
850
-280
-25% -$22.5K ﹤0.01% 1031
2023
Q2 		$96K Hold
1,130
– – ﹤0.01% 953
2023
Q1 		$79.8K Hold
1,130
– – ﹤0.01% 950
2022
Q4 		$74.2K Hold
1,130
– – ﹤0.01% 962
2022
Q3 		$62K Sell
1,130
-219
-16% -$12.5K ﹤0.01% 907
2022
Q2 		$71K Buy
1,349
+1,119
+487% +$54K ﹤0.01% 865
2022
Q1 		$11K Buy
230
+35
+18% +$1.81K ﹤0.01% 1186
2021
Q4 		$12K Hold
195
– – ﹤0.01% 1138
2021
Q3 		$10K Buy
+195
New +$12K ﹤0.01% 1055
2018
Q1 		– Sell
-14
Closed – – 1933
2017
Q4 		$0 Buy
+14
New +$425 ﹤0.01% 2104

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VPM
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VCM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return