Financial Management Professionals’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Financial Management Professionals’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	-1,506	Closed	-$52K	–	1068
2024 Q2	$52K	Buy	+1,506	New	+$51.9K	0.01%	256

Other funds holding AMK

BTI

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

Financial Management Professionals's AMK Position: Q3 2024 in Review

Financial Management Professionals sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 1,506 shares — an estimated $52K sold.

Financial Management Professionals first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $52K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Financial Management Professionals reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 1,506 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $52K.
Financial Management Professionals first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Financial Management Professionals's AssetMark Financial Holdings, Inc. position peaked at $52K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.