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

Martingale 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	-11,626	Closed	-$402K	–	861
2024 Q2	$402K	Hold	11,626	–	–	0.01%	648
2024 Q1	$412K	Hold	11,626	–	–	0.01%	654
2023 Q4	$348K	Buy	11,626 +1,316	+13%	+$33.8K	0.01%	676
2023 Q3	$259K	Buy	+10,310	New	+$293K	0.01%	714

Other funds holding AMK

BTI

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

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

Martingale Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 11,626 shares — an estimated $402K sold.

Martingale Asset Management first reported a position in AMK in Q3 2023 and held it in 4 quarters. The position peaked at $412K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Martingale Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Martingale Asset Management sold 11,626 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $402K.
Martingale Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2023 and held it in 4 quarters.
Martingale Asset Management's AssetMark Financial Holdings, Inc. position peaked at $412K in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

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