Blue Trust Inc’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-136	Closed	-$4.7K	–	3076
2024 Q3	$4.7K	Buy	+136	New	+$4.72K	﹤0.01%	2417
2023 Q2	–	Sell	-136	Closed	-$3K	–	2623
2023 Q1	$3K	Buy	+136	New	+$3.81K	﹤0.01%	1966

Blue Trust Inc's AMK Position: Q4 2024 in Review

Blue Trust Inc sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2024, closing a stake of 136 shares — an estimated $4.7K sold.

Blue Trust Inc first reported a position in AMK in Q1 2023 and held it in 2 quarters. The position peaked at $4.7K in Q3 2024. 0 funds tracked by Wall St. Rank hold AMK as of Q4 2024.

Blue Trust Inc reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 136 AssetMark Financial Holdings, Inc. shares in Q4 2024, an estimated $4.7K.
Blue Trust Inc first reported a position in AssetMark Financial Holdings, Inc. in Q1 2023 and held it in 2 quarters.
Blue Trust Inc's AssetMark Financial Holdings, Inc. position peaked at $4.7K in Q3 2024.
0 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.