CF
AMK

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

CNA Financial’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
Q3 		– Sell
-14,440
Closed -$394K – 199
2020
Q2 		$394K Buy
+14,440
New +$354K 0.16% 151

Other funds holding AMK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CNA Financial's AMK Position: Q3 2020 in Review

CNA Financial sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2020, closing a stake of 14,440 shares — an estimated $394K sold.

CNA Financial first reported a position in AMK in Q2 2020 and held it in 1 quarter. The position peaked at $394K in Q2 2020. 60 funds tracked by Wall St. Rank hold AMK as of Q3 2020.

  • CNA Financial reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • CNA Financial sold 14,440 AssetMark Financial Holdings, Inc. shares in Q3 2020, an estimated $394K.
  • CNA Financial first reported a position in AssetMark Financial Holdings, Inc. in Q2 2020 and held it in 1 quarter.
  • CNA Financial's AssetMark Financial Holdings, Inc. position peaked at $394K in Q2 2020.
  • 60 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2020.

Based on CNA Financial's 13F filing for Q3 2020, filed 12 Nov 2020.