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AMK

NewEdge Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

NewEdge Advisors’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
-10,008
Closed -$346K – 3983
2024
Q2 		$346K Sell
10,008
-12,695
-56% -$437K ﹤0.01% 1640
2024
Q1 		$804K Sell
22,703
-2,743
-11% -$89.7K 0.01% 1108
2023
Q4 		$778K Sell
25,446
-5,022
-16% -$129K 0.01% 1060
2023
Q3 		$764K Buy
30,468
+5,814
+24% +$166K 0.01% 977
2023
Q2 		$731K Sell
24,654
-21,792
-47% -$640K 0.01% 1011
2023
Q1 		$1.46M Buy
46,446
+1,482
+3% +$41.5K 0.02% 638
2022
Q4 		$1.01M Buy
44,964
+4,095
+10% +$90.2K 0.03% 509
2022
Q3 		$747K Buy
+40,869
New +$792K 0.01% 777

Other funds holding AMK

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

NewEdge Advisors's AMK Position: Q3 2024 in Review

NewEdge Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 10,008 shares — an estimated $346K sold.

NewEdge Advisors first reported a position in AMK in Q3 2022 and held it in 8 quarters. The position peaked at $1.46M in Q1 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • NewEdge Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 10,008 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $346K.
  • NewEdge Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q3 2022 and held it in 8 quarters.
  • NewEdge Advisors's AssetMark Financial Holdings, Inc. position peaked at $1.46M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.