Householder Group Estate & Retirement Specialist’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Householder Group Estate & Retirement Specialist’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	-500	Closed	-$17K	–	1348
2024 Q2	$17K	Hold	500	–	–	﹤0.01%	718
2024 Q1	$17.7K	Hold	500	–	–	0.01%	697
2023 Q4	$14K	Hold	500	–	–	﹤0.01%	704
2023 Q3	$12.5K	Buy	+500	New	+$14.2K	﹤0.01%	735
2023 Q1	$16K	Hold	500	–	–	0.01%	691
2022 Q4	$11K	Hold	500	–	–	0.02%	221
2022 Q3	$9K	Buy	+500	New	+$9.69K	﹤0.01%	769

Other funds holding AMK

BTI

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

Householder Group Estate & Retirement Specialist's AMK Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 500 shares — an estimated $17K sold.

Householder Group Estate & Retirement Specialist first reported a position in AMK in Q3 2022 and held it in 7 quarters. The position peaked at $17.7K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 500 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $17K.
Householder Group Estate & Retirement Specialist first reported a position in AssetMark Financial Holdings, Inc. in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's AssetMark Financial Holdings, Inc. position peaked at $17.7K in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.