BCA
AMK

Berman Capital Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Berman Capital Advisors’s Portfolio AMK Stock Details AMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$9K Buy
374
+330
+750% +$8.52K ﹤0.01% 1237
2021
Q2 		$1K Hold
44
– – ﹤0.01% 1842
2021
Q1 		$1K Hold
44
– – ﹤0.01% 1723
2020
Q4 		$1K Buy
+44
New +$1.04K ﹤0.01% 1617

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's AMK Position: Q3 2021 in Review

Berman Capital Advisors increased its AssetMark Financial Holdings, Inc. (AMK) stake by 750% in Q3 2021, buying an estimated $8.52K and bringing the position to 374 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Berman Capital Advisors first reported a position in AMK in Q4 2020 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold AMK as of Q3 2021.

  • Berman Capital Advisors held 374 shares of AssetMark Financial Holdings, Inc. worth $9K as of Q3 2021.
  • Berman Capital Advisors bought 330 AssetMark Financial Holdings, Inc. shares in Q3 2021, an estimated $8.52K.
  • AssetMark Financial Holdings, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1237 holding.
  • Berman Capital Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q4 2020 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.