GKWIM
AMK

Gerber Kawasaki Wealth & Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-1,103
Closed -$27K – 1179
2021
Q3 		$27K Buy
+1,103
New +$28.5K ﹤0.01% 441

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AMK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2021, closing a stake of 1,103 shares — an estimated $27K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AMK in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 89 funds tracked by Wall St. Rank hold AMK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,103 AssetMark Financial Holdings, Inc. shares in Q4 2021, an estimated $27K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's AssetMark Financial Holdings, Inc. position peaked at $27K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.