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

Picton Mahoney 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	-376,812	Closed	-$13M	–	1000
2024 Q2	$13M	Buy	+376,812	New	+$13M	0.51%	68

Other funds holding AMK

BTI

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

Picton Mahoney Asset Management's AMK Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 376,812 shares — an estimated $13M sold.

Picton Mahoney Asset Management first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $13M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Picton Mahoney Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 376,812 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $13M.
Picton Mahoney Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Picton Mahoney Asset Management's AssetMark Financial Holdings, Inc. position peaked at $13M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.