ClearAlpha Technologies’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

ClearAlpha Technologies’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 Q3	–	Sell	-30,767	Closed	-$1.06M	–	324
2024 Q2	$1.06M	Buy	+30,767	New	+$1.06M	0.35%	50

Other funds holding AMK

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ClearAlpha Technologies's AMK Position: Q3 2024 in Review

ClearAlpha Technologies sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 30,767 shares — an estimated $1.06M sold.

ClearAlpha Technologies first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $1.06M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

ClearAlpha Technologies reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
ClearAlpha Technologies sold 30,767 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $1.06M.
ClearAlpha Technologies first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
ClearAlpha Technologies's AssetMark Financial Holdings, Inc. position peaked at $1.06M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on ClearAlpha Technologies's 13F filing for Q3 2024, filed 14 Nov 2024.