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

HRT Financial’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	-25,530	Closed	-$882K	–	3352
2024 Q2	$882K	Buy	25,530 +12,978	+103%	+$447K	﹤0.01%	1070
2024 Q1	$444K	Buy	+12,552	New	+$410K	﹤0.01%	1329

Other funds holding AMK

BTI

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

HRT Financial's AMK Position: Q3 2024 in Review

HRT Financial sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 25,530 shares — an estimated $882K sold.

HRT Financial first reported a position in AMK in Q1 2024 and held it in 2 quarters. The position peaked at $882K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

HRT Financial reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
HRT Financial sold 25,530 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $882K.
HRT Financial first reported a position in AssetMark Financial Holdings, Inc. in Q1 2024 and held it in 2 quarters.
HRT Financial's AssetMark Financial Holdings, Inc. position peaked at $882K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.