NYLIM
AMK

New York Life Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

New York Life 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
2024
Q2 		$1.82M Buy
2024
Q1 		$359K Sell
2023
Q4 		$331K Sell
2023
Q3 		$284K Sell
2023
Q2 		$389K Sell
2023
Q1 		$476K Sell
2022
Q4 		$586K Buy
2022
Q3 		$414K Buy
2022
Q2 		$393K Buy