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

Nexpoint 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	-498,130	Closed	-$17.2M	–	103
2024 Q2	$17.2M	Buy	+498,130	New	+$17.2M	2.24%	17

Other funds holding AMK

BTI

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

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

Nexpoint Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 498,130 shares — an estimated $17.2M sold.

Nexpoint Asset Management first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $17.2M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Nexpoint Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Nexpoint Asset Management sold 498,130 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $17.2M.
Nexpoint Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Nexpoint Asset Management's AssetMark Financial Holdings, Inc. position peaked at $17.2M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

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