DiNuzzo Private Wealth’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

DiNuzzo Private Wealth’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	-10	Closed	-$346	–	1477
2024 Q2	$346	Hold	10	–	–	﹤0.01%	1152
2024 Q1	$355	Hold	10	–	–	﹤0.01%	1082
2023 Q4	$300	Buy	+10	New	+$257	﹤0.01%	1129

Other funds holding AMK

BTI

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

DiNuzzo Private Wealth's AMK Position: Q3 2024 in Review

DiNuzzo Private Wealth sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 10 shares — an estimated $346 sold.

DiNuzzo Private Wealth first reported a position in AMK in Q4 2023 and held it in 3 quarters. The position peaked at $355 in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

DiNuzzo Private Wealth reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
DiNuzzo Private Wealth sold 10 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $346.
DiNuzzo Private Wealth first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 3 quarters.
DiNuzzo Private Wealth's AssetMark Financial Holdings, Inc. position peaked at $355 in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2024, filed 17 Oct 2024.