Ohio Public Employees Retirement System (OPERS)
AMK

Ohio Public Employees Retirement System (OPERS)’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
-84,000
Closed -$2.9M – 2365
2024
Q2 		$2.9M Buy
+84,000
New +$2.89M 0.01% 835

Other funds holding AMK

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

Ohio Public Employees Retirement System (OPERS)'s AMK Position: Q3 2024 in Review

Ohio Public Employees Retirement System (OPERS) sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 84,000 shares — an estimated $2.9M sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $2.9M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • Ohio Public Employees Retirement System (OPERS) reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • Ohio Public Employees Retirement System (OPERS) sold 84,000 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $2.9M.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
  • Ohio Public Employees Retirement System (OPERS)'s AssetMark Financial Holdings, Inc. position peaked at $2.9M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q3 2024, filed 15 Nov 2024.