Capital International Investors
AMK

Capital International Investors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Capital International Investors’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
2023
Q4 		– Sell
-565,943
Closed -$14.2M – 456
2023
Q3 		$14.2M Sell
565,943
-305,752
-35% -$8.7M ﹤0.01% 393
2023
Q2 		$25.9M Hold
871,695
– – 0.01% 373
2023
Q1 		$27.4M Buy
871,695
+306,695
+54% +$8.59M 0.01% 370
2022
Q4 		$13M Buy
+565,000
New +$12.5M ﹤0.01% 384

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Capital International Investors's AMK Position: Q4 2023 in Review

Capital International Investors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2023, closing a stake of 565,943 shares — an estimated $14.2M sold.

Capital International Investors first reported a position in AMK in Q4 2022 and held it in 4 quarters. The position peaked at $27.4M in Q1 2023. 130 funds tracked by Wall St. Rank hold AMK as of Q4 2023.

  • Capital International Investors reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Capital International Investors sold 565,943 AssetMark Financial Holdings, Inc. shares in Q4 2023, an estimated $14.2M.
  • Capital International Investors first reported a position in AssetMark Financial Holdings, Inc. in Q4 2022 and held it in 4 quarters.
  • Capital International Investors's AssetMark Financial Holdings, Inc. position peaked at $27.4M in Q1 2023.
  • 130 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2023.

Based on Capital International Investors's 13F filing for Q4 2023, filed 13 Feb 2024.