GFPC
AMK

Global Financial Private Client’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Global Financial Private Client’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
-5,000
Closed -$145K – 563
2019
Q4 		$145K Buy
+5,000
New +$131K 0.12% 138

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

Global Financial Private Client's AMK Position: Q1 2020 in Review

Global Financial Private Client sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2020, closing a stake of 5,000 shares — an estimated $145K sold.

Global Financial Private Client first reported a position in AMK in Q4 2019 and held it in 1 quarter. The position peaked at $145K in Q4 2019. 58 funds tracked by Wall St. Rank hold AMK as of Q1 2020.

  • Global Financial Private Client reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Client sold 5,000 AssetMark Financial Holdings, Inc. shares in Q1 2020, an estimated $145K.
  • Global Financial Private Client first reported a position in AssetMark Financial Holdings, Inc. in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Client's AssetMark Financial Holdings, Inc. position peaked at $145K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2020.

Based on Global Financial Private Client's 13F filing for Q1 2020, filed 15 May 2024.