LS
AMK

Livforsakringsbolaget Skandia’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Livforsakringsbolaget Skandia’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
Q4 		– Sell
-8,100
Closed -$203K – 601
2023
Q3 		$203K Hold
8,100
– – 0.02% 230
2023
Q2 		$240K Buy
+8,100
New +$238K 0.02% 234

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Livforsakringsbolaget Skandia's AMK Position: Q4 2023 in Review

Livforsakringsbolaget Skandia sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2023, closing a stake of 8,100 shares — an estimated $203K sold.

Livforsakringsbolaget Skandia first reported a position in AMK in Q2 2023 and held it in 2 quarters. The position peaked at $240K in Q2 2023. 130 funds tracked by Wall St. Rank hold AMK as of Q4 2023.

  • Livforsakringsbolaget Skandia reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 8,100 AssetMark Financial Holdings, Inc. shares in Q4 2023, an estimated $203K.
  • Livforsakringsbolaget Skandia first reported a position in AssetMark Financial Holdings, Inc. in Q2 2023 and held it in 2 quarters.
  • Livforsakringsbolaget Skandia's AssetMark Financial Holdings, Inc. position peaked at $240K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2023.

Based on Livforsakringsbolaget Skandia's 13F filing for Q4 2023, filed 31 Jan 2024.