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
-52,748
Closed -$1.82M – 885
2024
Q2 		$1.82M Buy
52,748
+42,609
+420% +$1.47M 0.02% 580
2024
Q1 		$359K Sell
10,139
-927
-8% -$30.3K ﹤0.01% 1230
2023
Q4 		$331K Sell
11,066
-255
-2% -$6.54K ﹤0.01% 1154
2023
Q3 		$284K Sell
11,321
-1,798
-14% -$51.2K ﹤0.01% 1187
2023
Q2 		$389K Sell
13,119
-2,013
-13% -$59.1K ﹤0.01% 1044
2023
Q1 		$476K Sell
15,132
-10,361
-41% -$290K 0.01% 989
2022
Q4 		$586K Buy
25,493
+2,870
+13% +$63.2K 0.01% 780
2022
Q3 		$414K Buy
22,623
+1,664
+8% +$32.3K 0.01% 922
2022
Q2 		$393K Buy
+20,959
New +$419K ﹤0.01% 986

Other funds holding AMK

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

New York Life Investment Management's AMK Position: Q3 2024 in Review

New York Life Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 52,748 shares — an estimated $1.82M sold.

New York Life Investment Management first reported a position in AMK in Q2 2022 and held it in 9 quarters. The position peaked at $1.82M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • New York Life Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • New York Life Investment Management sold 52,748 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $1.82M.
  • New York Life Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q2 2022 and held it in 9 quarters.
  • New York Life Investment Management's AssetMark Financial Holdings, Inc. position peaked at $1.82M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.