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

Nisa Investment 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	-6	Closed	-$207	–	3075
2024 Q2	$207	Buy	+6	New	+$207	﹤0.01%	2812

Other funds holding AMK

BTI

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

Nisa Investment Advisors's AMK Position: Q3 2024 in Review

Nisa Investment Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 6 shares — an estimated $207 sold.

Nisa Investment Advisors first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $207 in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Nisa Investment Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Nisa Investment Advisors sold 6 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $207.
Nisa Investment Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Nisa Investment Advisors's AssetMark Financial Holdings, Inc. position peaked at $207 in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Nisa Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.