GWS
AMK

Glassman Wealth Services’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Glassman Wealth Services’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
2022
Q1 		– Sell
-15
Closed – – 2015
2021
Q4 		$0 Hold
15
– – ﹤0.01% 1982
2021
Q3 		$0 Hold
15
– – ﹤0.01% 1867
2021
Q2 		$0 Buy
+15
New +$365 ﹤0.01% 1704

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
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Mercer Global Advisors
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
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Lord, Abbett & Co
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Glassman Wealth Services's AMK Position: Q1 2022 in Review

Glassman Wealth Services sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2022, closing a stake of 15 shares.

Glassman Wealth Services first reported a position in AMK in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 87 funds tracked by Wall St. Rank hold AMK as of Q1 2022.

  • Glassman Wealth Services reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 15 AssetMark Financial Holdings, Inc. shares in Q1 2022.
  • Glassman Wealth Services first reported a position in AssetMark Financial Holdings, Inc. in Q2 2021 and held it in 3 quarters.
  • Glassman Wealth Services's AssetMark Financial Holdings, Inc. position peaked at $0 in Q4 2021.
  • 87 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.