MIM
AMK

MetLife Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

MetLife Investment 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
-13,039
Closed -$450K – 2908
2024
Q2 		$450K Buy
13,039
+1,669
+15% +$57.5K ﹤0.01% 1777
2024
Q1 		$403K Hold
11,370
– – ﹤0.01% 1797
2023
Q4 		$341K Hold
11,370
– – ﹤0.01% 1916
2023
Q3 		$285K Hold
11,370
– – ﹤0.01% 1988
2023
Q2 		$337K Hold
11,370
– – ﹤0.01% 1949
2023
Q1 		$358K Buy
11,370
+387
+4% +$10.8K ﹤0.01% 1857
2022
Q4 		$253K Buy
10,983
+877
+9% +$19.3K ﹤0.01% 2104
2022
Q3 		$185K Hold
10,106
– – ﹤0.01% 2349
2022
Q2 		$190K Hold
10,106
– – ﹤0.01% 2358
2022
Q1 		$225K Buy
10,106
+3,684
+57% +$86.9K ﹤0.01% 2283
2021
Q4 		$168K Hold
6,422
– – ﹤0.01% 2163
2021
Q3 		$160K Sell
6,422
-3,183
-33% -$82.1K ﹤0.01% 2222
2021
Q2 		$241K Hold
9,605
– – ﹤0.01% 2037
2021
Q1 		$224K Hold
9,605
– – ﹤0.01% 1993
2020
Q4 		$232K Hold
9,605
– – ﹤0.01% 1899
2020
Q3 		$209K Hold
9,605
– – ﹤0.01% 1843
2020
Q2 		$262K Buy
9,605
+3,129
+48% +$76.6K ﹤0.01% 1740
2020
Q1 		$132K Hold
6,476
– – ﹤0.01% 1926
2019
Q4 		$188K Sell
6,476
-4,077
-39% -$107K ﹤0.01% 2010
2019
Q3 		$275K Buy
+10,553
New +$283K ﹤0.01% 1759

Other funds holding AMK

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

MetLife Investment Management's AMK Position: Q3 2024 in Review

MetLife Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 13,039 shares — an estimated $450K sold.

MetLife Investment Management first reported a position in AMK in Q3 2019 and held it in 20 quarters. The position peaked at $450K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • MetLife Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • MetLife Investment Management sold 13,039 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $450K.
  • MetLife Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 20 quarters.
  • MetLife Investment Management's AssetMark Financial Holdings, Inc. position peaked at $450K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on MetLife Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.