AssetMark Inc
WVE icon

AssetMark Inc’s Wave Life Sciences WVE Stock Holding History

AssetMark Inc’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54
Closed -$436 – 3126
2025
Q1 		$436 Hold
54
– – ﹤0.01% 2442
2024
Q4 		$668 Buy
+54
New +$721 ﹤0.01% 2330

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DCM
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MCM
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T. Rowe Price Associates
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KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
6CM
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BG
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AssetMark Inc's WVE Position: Q2 2025 in Review

AssetMark Inc sold out of Wave Life Sciences (WVE) in Q2 2025, closing a stake of 54 shares — an estimated $436 sold.

AssetMark Inc first reported a position in WVE in Q4 2024 and held it in 2 quarters. The position peaked at $668 in Q4 2024. 176 funds tracked by Wall St. Rank hold WVE as of Q2 2025.

  • AssetMark Inc reported no remaining Wave Life Sciences position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 54 Wave Life Sciences shares in Q2 2025, an estimated $436.
  • AssetMark Inc first reported a position in Wave Life Sciences in Q4 2024 and held it in 2 quarters.
  • AssetMark Inc's Wave Life Sciences position peaked at $668 in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Wave Life Sciences as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.