HIM
AMK

Hillsdale Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Hillsdale 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
2024
Q3 		– Sell
-160
Closed -$5.53K – 719
2024
Q2 		$5.53K Sell
160
-30
-16% -$1.03K ﹤0.01% 553
2024
Q1 		$6.73K Buy
+190
New +$6.21K ﹤0.01% 513
2023
Q4 		– Sell
-200
Closed -$5.02K – 662
2023
Q3 		$5.02K Buy
200
+80
+67% +$2.28K ﹤0.01% 514
2023
Q2 		$3.56K Sell
120
-196,080
-100% -$5.76M ﹤0.01% 492
2023
Q1 		$6.17M Buy
196,200
+29,600
+18% +$830K 0.53% 45
2022
Q4 		$3.83M Buy
+166,600
New +$3.67M 0.32% 117
2022
Q2 		– Sell
-41,600
Closed -$926K – 626
2022
Q1 		$926K Hold
41,600
– – 0.06% 246
2021
Q4 		$1.09M Hold
41,600
– – 0.07% 230
2021
Q3 		$1.03M Buy
+41,600
New +$1.07M 0.08% 227

Other funds holding AMK

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

Hillsdale Investment Management's AMK Position: Q3 2024 in Review

Hillsdale Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 160 shares — an estimated $5.53K sold.

Hillsdale Investment Management first reported a position in AMK in Q3 2021 and held it in 9 quarters. The position peaked at $6.17M in Q1 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • Hillsdale Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 160 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $5.53K.
  • Hillsdale Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2021 and held it in 9 quarters.
  • Hillsdale Investment Management's AssetMark Financial Holdings, Inc. position peaked at $6.17M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.