DTL
AMK

Dynamic Technology Lab’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Dynamic Technology Lab’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
Q1 		– Sell
-7,689
Closed -$230K – 1508
2023
Q4 		$230K Buy
+7,689
New +$197K 0.02% 842

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dynamic Technology Lab's AMK Position: Q1 2024 in Review

Dynamic Technology Lab sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 7,689 shares — an estimated $230K sold.

Dynamic Technology Lab first reported a position in AMK in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

  • Dynamic Technology Lab reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 7,689 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $230K.
  • Dynamic Technology Lab first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • Dynamic Technology Lab's AssetMark Financial Holdings, Inc. position peaked at $230K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on Dynamic Technology Lab's 13F filing for Q1 2024, filed 14 May 2024.