Lindbrook Capital’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Lindbrook Capital’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 Q2	–	Sell	-8	Closed	-$235	–	2879
2023 Q1	$252	Buy	+8	New	+$224	﹤0.01%	2695
2022 Q4	–	Sell	-17	Closed	–	–	3045
2022 Q3	$0	Sell	17 -22	-56%	-$427	﹤0.01%	2969
2022 Q2	$1K	Buy	+39	New	+$780	﹤0.01%	2427

Other funds holding AMK

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Lindbrook Capital's AMK Position: Q2 2023 in Review

Lindbrook Capital sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2023, closing a stake of 8 shares — an estimated $235 sold.

Lindbrook Capital first reported a position in AMK in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 118 funds tracked by Wall St. Rank hold AMK as of Q2 2023.

Lindbrook Capital reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 8 AssetMark Financial Holdings, Inc. shares in Q2 2023, an estimated $235.
Lindbrook Capital first reported a position in AssetMark Financial Holdings, Inc. in Q2 2022 and held it in 3 quarters.
Lindbrook Capital's AssetMark Financial Holdings, Inc. position peaked at $1K in Q2 2022.
118 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.