GAMMA Investing’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

GAMMA Investing’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	-30	Closed	-$1.04K	–	3663
2024 Q2	$1.04K	Hold	30	–	–	﹤0.01%	3052
2024 Q1	$1.06K	Hold	30	–	–	﹤0.01%	2928
2023 Q4	$920	Buy	+30	New	+$770	﹤0.01%	2814

Other funds holding AMK

BTI

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

GAMMA Investing's AMK Position: Q3 2024 in Review

GAMMA Investing sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 30 shares — an estimated $1.04K sold.

GAMMA Investing first reported a position in AMK in Q4 2023 and held it in 3 quarters. The position peaked at $1.06K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

GAMMA Investing reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
GAMMA Investing sold 30 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $1.04K.
GAMMA Investing first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 3 quarters.
GAMMA Investing's AssetMark Financial Holdings, Inc. position peaked at $1.06K in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on GAMMA Investing's 13F filing for Q3 2024, filed 7 Oct 2024.