EWP
AMK

Elevation Wealth Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-110
Closed -$3.9K – 543
2024
Q1 		$3.9K Hold
110
– – ﹤0.01% 401
2023
Q4 		$2.76K Buy
+110
New +$2.82K ﹤0.01% 389

Other funds holding AMK

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GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elevation Wealth Partners's AMK Position: Q2 2024 in Review

Elevation Wealth Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2024, closing a stake of 110 shares — an estimated $3.9K sold.

Elevation Wealth Partners first reported a position in AMK in Q4 2023 and held it in 2 quarters. The position peaked at $3.9K in Q1 2024. 147 funds tracked by Wall St. Rank hold AMK as of Q2 2024.

  • Elevation Wealth Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 110 AssetMark Financial Holdings, Inc. shares in Q2 2024, an estimated $3.9K.
  • Elevation Wealth Partners first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's AssetMark Financial Holdings, Inc. position peaked at $3.9K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.