AssetMark Inc
UUP icon

AssetMark Inc’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

AssetMark Inc’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-257,948
Closed -$6.61M – 1759
2021
Q4 		$6.61M Sell
257,948
-1,651
-0.6% -$42.1K 0.03% 248
2021
Q3 		$6.57M Buy
259,599
+11,355
+5% +$283K 0.03% 244
2021
Q2 		$6.16M Buy
+248,244
New +$6.08M 0.03% 260
2016
Q3 		– Sell
-47
Closed -$1K – 1282
2016
Q2 		$1K Sell
47
-381,467
-100% -$9.34M ﹤0.01% 1141
2016
Q1 		$9.36M Buy
+381,514
New +$9.64M 0.16% 116
2015
Q1 		– Sell
-382,964
Closed -$9.18M – 508
2014
Q4 		$9.18M Buy
+382,964
New +$8.9M 0.2% 87

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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return