HIP
AMK

HUB Investment Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

HUB Investment Partners’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
-11,600
Closed -$401K – 576
2024
Q2 		$401K Buy
+11,600
New +$400K 0.02% 317

Other funds holding AMK

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

HUB Investment Partners's AMK Position: Q3 2024 in Review

HUB Investment Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 11,600 shares — an estimated $401K sold.

HUB Investment Partners first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $401K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • HUB Investment Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • HUB Investment Partners sold 11,600 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $401K.
  • HUB Investment Partners first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
  • HUB Investment Partners's AssetMark Financial Holdings, Inc. position peaked at $401K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on HUB Investment Partners's 13F filing for Q3 2024, filed 14 Nov 2024.