FCIM
AMK

Fairview Capital Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Fairview Capital Investment Management’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
2019
Q4 		– Sell
-301,840
Closed -$7.86M – 140
2019
Q3 		$7.86M Buy
+301,840
New +$8.1M 0.39% 44

Other funds holding AMK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fairview Capital Investment Management's AMK Position: Q4 2019 in Review

Fairview Capital Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2019, closing a stake of 301,840 shares — an estimated $7.86M sold.

Fairview Capital Investment Management first reported a position in AMK in Q3 2019 and held it in 1 quarter. The position peaked at $7.86M in Q3 2019. 67 funds tracked by Wall St. Rank hold AMK as of Q4 2019.

  • Fairview Capital Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Fairview Capital Investment Management sold 301,840 AssetMark Financial Holdings, Inc. shares in Q4 2019, an estimated $7.86M.
  • Fairview Capital Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 1 quarter.
  • Fairview Capital Investment Management's AssetMark Financial Holdings, Inc. position peaked at $7.86M in Q3 2019.
  • 67 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2019.

Based on Fairview Capital Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.