AssetMark Inc
X

AssetMark Inc’s US Steel X Stock Holding History

AssetMark Inc’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40
Closed -$1.69K – 3127
2025
Q1 		$1.69K Sell
40
-9
-18% -$341 ﹤0.01% 2207
2024
Q4 		$1.67K Sell
49
-1,707
-97% -$63K ﹤0.01% 2153
2024
Q3 		$62K Sell
1,756
-265
-13% -$10.1K ﹤0.01% 1236
2024
Q2 		$76.4K Sell
2,021
-202
-9% -$7.71K ﹤0.01% 1154
2024
Q1 		$90.7K Sell
2,223
-293
-12% -$13.4K ﹤0.01% 1060
2023
Q4 		$122K Sell
2,516
-352
-12% -$12.8K ﹤0.01% 999
2023
Q3 		$93.2K Sell
2,868
-132
-4% -$3.7K ﹤0.01% 998
2023
Q2 		$75K Sell
3,000
-116
-4% -$2.7K ﹤0.01% 996
2023
Q1 		$81.3K Sell
3,116
-237
-7% -$6.58K ﹤0.01% 948
2022
Q4 		$84K Sell
3,353
-169
-5% -$3.9K ﹤0.01% 943
2022
Q3 		$64K Sell
3,522
-83
-2% -$1.77K ﹤0.01% 902
2022
Q2 		$65K Sell
3,605
-184
-5% -$5.03K ﹤0.01% 876
2022
Q1 		$143K Sell
3,789
-570
-13% -$15.4K ﹤0.01% 758
2021
Q4 		$104K Buy
+4,359
New +$103K ﹤0.01% 780
2016
Q1 		– Sell
-31
Closed – – 1432
2015
Q4 		$0 Buy
31
+21
+210% +$206 ﹤0.01% 1494
2015
Q3 		$0 Buy
+10
New +$167 ﹤0.01% 862

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AssetMark Inc's X Position: Q2 2025 in Review

AssetMark Inc sold out of US Steel (X) in Q2 2025, closing a stake of 40 shares — an estimated $1.69K sold.

AssetMark Inc first reported a position in X in Q3 2015 and held it in 16 quarters. The position peaked at $143K in Q1 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • AssetMark Inc reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 40 US Steel shares in Q2 2025, an estimated $1.69K.
  • AssetMark Inc first reported a position in US Steel in Q3 2015 and held it in 16 quarters.
  • AssetMark Inc's US Steel position peaked at $143K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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