Farther Finance Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Farther Finance Advisors’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	-16	Closed	-$549	–	4150
2024 Q2	$549	Hold	16	–	–	﹤0.01%	3259
2024 Q1	$557	Sell	16 -5	-24%	-$163	﹤0.01%	2990
2023 Q4	$629	Buy	+21	New	+$539	﹤0.01%	2896

Other funds holding AMK

BTI

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

Farther Finance Advisors's AMK Position: Q3 2024 in Review

Farther Finance Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 16 shares — an estimated $549 sold.

Farther Finance Advisors first reported a position in AMK in Q4 2023 and held it in 3 quarters. The position peaked at $629 in Q4 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Farther Finance Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Farther Finance Advisors sold 16 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $549.
Farther Finance Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 3 quarters.
Farther Finance Advisors's AssetMark Financial Holdings, Inc. position peaked at $629 in Q4 2023.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.