IA
AMK

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

IFP Advisors’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
2023
Q1 		– Sell
-29
Closed -$1K – 4537
2022
Q4 		$1K Hold
29
– – ﹤0.01% 4541
2022
Q3 		$1K Buy
+29
New +$562 ﹤0.01% 4727
2019
Q4 		– Sell
-1,000
Closed -$26.2K – 3169
2019
Q3 		$26K Buy
+1,000
New +$26.8K ﹤0.01% 1657

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IFP Advisors's AMK Position: Q1 2023 in Review

IFP Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2023, closing a stake of 29 shares — an estimated $1K sold.

IFP Advisors first reported a position in AMK in Q3 2019 and held it in 3 quarters. The position peaked at $26K in Q3 2019. 125 funds tracked by Wall St. Rank hold AMK as of Q1 2023.

  • IFP Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 29 AssetMark Financial Holdings, Inc. shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 3 quarters.
  • IFP Advisors's AssetMark Financial Holdings, Inc. position peaked at $26K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.