PIM
AMK

Partner Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Partner 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
2019
Q4 		– Sell
-961
Closed -$25K – 71
2019
Q3 		$25K Buy
+961
New +$25.8K 0.04% 65

Other funds holding AMK

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Partner Investment Management's AMK Position: Q4 2019 in Review

Partner Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2019, closing a stake of 961 shares — an estimated $25K sold.

Partner Investment Management first reported a position in AMK in Q3 2019 and held it in 1 quarter. The position peaked at $25K in Q3 2019. 67 funds tracked by Wall St. Rank hold AMK as of Q4 2019.

  • Partner Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Partner Investment Management sold 961 AssetMark Financial Holdings, Inc. shares in Q4 2019, an estimated $25K.
  • Partner Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2019 and held it in 1 quarter.
  • Partner Investment Management's AssetMark Financial Holdings, Inc. position peaked at $25K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.