PWPS
AMK

Pinnacle Wealth Planning Services’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-70
Closed -$2K – 2067
2020
Q4 		$2K Buy
+70
New +$1.66K ﹤0.01% 2009

Other funds holding AMK

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Vanguard Group
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMK Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2021, closing a stake of 70 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in AMK in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 65 funds tracked by Wall St. Rank hold AMK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 70 AssetMark Financial Holdings, Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in AssetMark Financial Holdings, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's AssetMark Financial Holdings, Inc. position peaked at $2K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.