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

Jeff Yass’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	-29,300	Closed	-$1.01M	–	13347
2024 Q2	$1.01M	Buy	+29,300	New	+$1.01M	﹤0.01%	6561
2023 Q2	–	Sell	-7,200	Closed	-$226K	–	13415
2023 Q1	$226K	Buy	+7,200	New	+$202K	﹤0.01%	10330

Other funds holding AMK

BTI

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

Jeff Yass's AMK Position: Q3 2024 in Review

Jeff Yass sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 17,010 shares — an estimated $588K sold.

Jeff Yass first reported a position in AMK in Q2 2020 and held it in 14 quarters. The position peaked at $2.25M in Q2 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Jeff Yass reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Jeff Yass sold 17,010 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $588K.
Jeff Yass first reported a position in AssetMark Financial Holdings, Inc. in Q2 2020 and held it in 14 quarters.
Jeff Yass's AssetMark Financial Holdings, Inc. position peaked at $2.25M in Q2 2023.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.