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

Cypress Capital’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	-48	Closed	-$1.66K	–	391
2024 Q2	$1.66K	Buy	+48	New	+$1.65K	﹤0.01%	298

Other funds holding AMK

BTI

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

Cypress Capital's AMK Position: Q3 2024 in Review

Cypress Capital sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 48 shares — an estimated $1.66K sold.

Cypress Capital first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $1.66K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Cypress Capital reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 48 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $1.66K.
Cypress Capital first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Cypress Capital's AssetMark Financial Holdings, Inc. position peaked at $1.66K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.