Guggenheim Capital’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Guggenheim Capital’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	-7,376	Closed	-$255K	–	1956
2024 Q2	$255K	Buy	+7,376	New	+$254K	﹤0.01%	1694

Other funds holding AMK

BTI

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

Guggenheim Capital's AMK Position: Q3 2024 in Review

Guggenheim Capital sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 7,376 shares — an estimated $255K sold.

Guggenheim Capital first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $255K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Guggenheim Capital reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Guggenheim Capital sold 7,376 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $255K.
Guggenheim Capital first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Guggenheim Capital's AssetMark Financial Holdings, Inc. position peaked at $255K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Guggenheim Capital's 13F filing for Q3 2024, filed 13 Nov 2024.