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

Calamos 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
2020 Q2	–	Sell	-100,679	Closed	-$2.05M	–	784
2020 Q1	$2.05M	Buy	100,679 +60,095	+148%	+$1.62M	0.02%	543
2019 Q4	$1.18M	Buy	40,584 +78	+0.2%	+$2.04K	0.01%	656
2019 Q3	$1.06M	Buy	+40,506	New	+$1.09M	0.01%	644

Other funds holding AMK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Calamos Advisors's AMK Position: Q2 2020 in Review

Calamos Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2020, closing a stake of 100,679 shares — an estimated $2.05M sold.

Calamos Advisors first reported a position in AMK in Q3 2019 and held it in 3 quarters. The position peaked at $2.05M in Q1 2020. 63 funds tracked by Wall St. Rank hold AMK as of Q2 2020.

Calamos Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Calamos Advisors sold 100,679 AssetMark Financial Holdings, Inc. shares in Q2 2020, an estimated $2.05M.
Calamos Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 3 quarters.
Calamos Advisors's AssetMark Financial Holdings, Inc. position peaked at $2.05M in Q1 2020.
63 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2020.

Based on Calamos Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.