AssetMark Inc

AssetMark Inc’s Weibo WB Stock Holding History

AssetMark Inc’s Portfolio WB Stock Details WB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.42K	Buy	620 +408	+192%	+$4.09K	﹤0.01%	2535
2025 Q4	$2.17K	Sell	212 -169	-44%	-$1.81K	﹤0.01%	2753
2025 Q3	$4.72K	Buy	+381	New	+$4.17K	﹤0.01%	2363
2024 Q1	–	Sell	-1,786	Closed	-$19.6K	–	2139
2023 Q4	$19.6K	Buy	1,786 +208	+13%	+$2.36K	﹤0.01%	1292
2023 Q3	$19.8K	Buy	+1,578	New	+$21K	﹤0.01%	1241
2023 Q2	–	Sell	-4	Closed	-$80	–	1690
2023 Q1	$80	Buy	+4	New	+$82	﹤0.01%	1546
2019 Q3	–	Sell	-139	Closed	-$6K	–	1438
2019 Q2	$6K	Sell	139 -92	-40%	-$5.16K	﹤0.01%	1036
2019 Q1	$14K	Hold	231	–	–	﹤0.01%	943
2018 Q4	$14K	Sell	231 -178	-44%	-$10.8K	﹤0.01%	953
2018 Q3	$30K	Buy	+409	New	+$32.9K	﹤0.01%	849

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Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return