AssetMark Inc
XOS icon

AssetMark Inc’s Xos XOS Stock Holding History

AssetMark Inc’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$10 – 2253
2024
Q1 		$10 Buy
+1
New +$9 ﹤0.01% 1910

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CFG
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc's XOS Position: Q2 2024 in Review

AssetMark Inc sold out of Xos (XOS) in Q2 2024, closing a stake of 1 share — an estimated $10 sold.

AssetMark Inc first reported a position in XOS in Q1 2024 and held it in 1 quarter. The position peaked at $10 in Q1 2024. 32 funds tracked by Wall St. Rank hold XOS as of Q2 2024.

  • AssetMark Inc reported no remaining Xos position as of Q2 2024 after selling out during the quarter.
  • AssetMark Inc sold 1 Xos share in Q2 2024, an estimated $10.
  • AssetMark Inc first reported a position in Xos in Q1 2024 and held it in 1 quarter.
  • AssetMark Inc's Xos position peaked at $10 in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Xos as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.