Paul Tudor Jones’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Paul Tudor Jones’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
2023 Q4	–	Sell	-8,415	Closed	-$211K	–	3002
2023 Q3	$211K	Sell	8,415 -47,433	-85%	-$1.35M	﹤0.01%	2068
2023 Q2	$1.66M	Sell	55,848 -27,049	-33%	-$794K	0.02%	998
2023 Q1	$2.61M	Buy	82,897 +24,821	+43%	+$696K	0.04%	646
2022 Q4	$1.34M	Buy	58,076 +5,774	+11%	+$127K	0.03%	891
2022 Q3	$957K	Buy	52,302 +6,422	+14%	+$125K	0.02%	940
2022 Q2	$861K	Buy	45,880 +22,415	+96%	+$448K	0.02%	978
2022 Q1	$522K	Buy	23,465 +9,670	+70%	+$228K	0.01%	1253
2021 Q4	$362K	Buy	+13,795	New	+$357K	0.01%	1702
2021 Q1	–	Sell	-18,865	Closed	-$457K	–	1916
2020 Q4	$457K	Buy	18,865 +9,347	+98%	+$221K	0.01%	985
2020 Q3	$207K	Buy	9,518 +1,953	+26%	+$49.2K	0.01%	1129
2020 Q2	$206K	Buy	+7,565	New	+$185K	0.01%	1020

Other funds holding AMK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Paul Tudor Jones's AMK Position: Q4 2023 in Review

Paul Tudor Jones sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2023, closing a stake of 8,415 shares — an estimated $211K sold.

Paul Tudor Jones first reported a position in AMK in Q2 2020 and held it in 11 quarters. The position peaked at $2.61M in Q1 2023. 130 funds tracked by Wall St. Rank hold AMK as of Q4 2023.

Paul Tudor Jones reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
Paul Tudor Jones sold 8,415 AssetMark Financial Holdings, Inc. shares in Q4 2023, an estimated $211K.
Paul Tudor Jones first reported a position in AssetMark Financial Holdings, Inc. in Q2 2020 and held it in 11 quarters.
Paul Tudor Jones's AssetMark Financial Holdings, Inc. position peaked at $2.61M in Q1 2023.
130 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2023.

Based on Tudor Investment Corp's 13F filing for Q4 2023, filed 14 Feb 2024.