JWA
AMK

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

JFS Wealth 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
2024
Q3 		– Sell
-42
Closed -$1.45K – 2032
2024
Q2 		$1.45K Hold
42
– – ﹤0.01% 1554
2024
Q1 		$1.49K Hold
42
– – ﹤0.01% 1542
2023
Q4 		$1.26K Buy
42
+4
+11% +$103 ﹤0.01% 1580
2023
Q3 		$954 Hold
38
– – ﹤0.01% 1612
2023
Q2 		$1.13K Sell
38
-4
-10% -$117 ﹤0.01% 1567
2023
Q1 		$1.32K Buy
42
+3
+8% +$84 ﹤0.01% 1506
2022
Q4 		$897 Sell
39
-4
-9% -$88 ﹤0.01% 1626
2022
Q3 		$1K Hold
43
– – ﹤0.01% 1701
2022
Q2 		$1K Buy
43
+17
+65% +$340 ﹤0.01% 1694
2022
Q1 		$1K Buy
26
+14
+117% +$330 ﹤0.01% 1777
2021
Q4 		$0 Buy
+12
New +$310 ﹤0.01% 1919

Other funds holding AMK

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

JFS Wealth Advisors's AMK Position: Q3 2024 in Review

JFS Wealth Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 42 shares — an estimated $1.45K sold.

JFS Wealth Advisors first reported a position in AMK in Q4 2021 and held it in 11 quarters. The position peaked at $1.49K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • JFS Wealth Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 42 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $1.45K.
  • JFS Wealth Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's AssetMark Financial Holdings, Inc. position peaked at $1.49K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.