HIS
AMK

Horizon Investment Services’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Horizon Investment 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
2024
Q2 		– Sell
-8,505
Closed -$301K – 127
2024
Q1 		$301K Buy
+8,505
New +$278K 0.15% 93

Other funds holding AMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Horizon Investment Services's AMK Position: Q2 2024 in Review

Horizon Investment Services sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2024, closing a stake of 8,505 shares — an estimated $301K sold.

Horizon Investment Services first reported a position in AMK in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 147 funds tracked by Wall St. Rank hold AMK as of Q2 2024.

  • Horizon Investment Services reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Horizon Investment Services sold 8,505 AssetMark Financial Holdings, Inc. shares in Q2 2024, an estimated $301K.
  • Horizon Investment Services first reported a position in AssetMark Financial Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Horizon Investment Services's AssetMark Financial Holdings, Inc. position peaked at $301K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2024.

Based on Horizon Investment Services's 13F filing for Q2 2024, filed 5 Aug 2024.