FIA
AMK

FNY Investment Advisers’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

FNY Investment Advisers’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
2020
Q1 		– Sell
-700
Closed -$20K – 885
2019
Q4 		$20K Buy
+700
New +$18.3K 0.01% 581

Other funds holding AMK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FNY Investment Advisers's AMK Position: Q1 2020 in Review

FNY Investment Advisers sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2020, closing a stake of 700 shares — an estimated $20K sold.

FNY Investment Advisers first reported a position in AMK in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 58 funds tracked by Wall St. Rank hold AMK as of Q1 2020.

  • FNY Investment Advisers reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • FNY Investment Advisers sold 700 AssetMark Financial Holdings, Inc. shares in Q1 2020, an estimated $20K.
  • FNY Investment Advisers first reported a position in AssetMark Financial Holdings, Inc. in Q4 2019 and held it in 1 quarter.
  • FNY Investment Advisers's AssetMark Financial Holdings, Inc. position peaked at $20K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2020.

Based on FNY Investment Advisers's 13F filing for Q1 2020, filed 9 Apr 2020.