Jupiter Asset Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Jupiter Asset Management’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
2022 Q1	–	Sell	-22,900	Closed	-$600K	–	631
2021 Q4	$600K	Buy	+22,900	New	+$592K	0.01%	458

Other funds holding AMK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Jupiter Asset Management's AMK Position: Q1 2022 in Review

Jupiter Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2022, closing a stake of 22,900 shares — an estimated $600K sold.

Jupiter Asset Management first reported a position in AMK in Q4 2021 and held it in 1 quarter. The position peaked at $600K in Q4 2021. 87 funds tracked by Wall St. Rank hold AMK as of Q1 2022.

Jupiter Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
Jupiter Asset Management sold 22,900 AssetMark Financial Holdings, Inc. shares in Q1 2022, an estimated $600K.
Jupiter Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q4 2021 and held it in 1 quarter.
Jupiter Asset Management's AssetMark Financial Holdings, Inc. position peaked at $600K in Q4 2021.
87 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2022.

Based on Jupiter Asset Management's 13F filing for Q1 2022, filed 11 May 2022.