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

Lazard 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
2024 Q3	–	Sell	-1,398	Closed	-$48K	–	2497
2024 Q2	$48K	Buy	+1,398	New	+$48.2K	﹤0.01%	1941
2024 Q1	–	Sell	-1,749	Closed	-$52K	–	2446
2023 Q4	$52K	Buy	+1,749	New	+$44.9K	﹤0.01%	1883

Other funds holding AMK

BTI

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

Lazard Asset Management's AMK Position: Q3 2024 in Review

Lazard Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 1,398 shares — an estimated $48K sold.

Lazard Asset Management first reported a position in AMK in Q4 2023 and held it in 2 quarters. The position peaked at $52K in Q4 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Lazard Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Lazard Asset Management sold 1,398 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $48K.
Lazard Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 2 quarters.
Lazard Asset Management's AssetMark Financial Holdings, Inc. position peaked at $52K in Q4 2023.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Lazard Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.