Point72 Asset Management
AMK

Point72 Asset Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Point72 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
Q1 		– Sell
-9,000
Closed -$270K – 2721
2023
Q4 		$270K Buy
9,000
+5,376
+148% +$138K ﹤0.01% 1724
2023
Q3 		$90.9K Buy
+3,624
New +$103K ﹤0.01% 1991
2020
Q4 		– Sell
-15,400
Closed -$335K – 1190
2020
Q3 		$335K Buy
+15,400
New +$388K ﹤0.01% 848

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management's AMK Position: Q1 2024 in Review

Point72 Asset Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 9,000 shares — an estimated $270K sold.

Point72 Asset Management first reported a position in AMK in Q3 2020 and held it in 3 quarters. The position peaked at $335K in Q3 2020. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

  • Point72 Asset Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Point72 Asset Management sold 9,000 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $270K.
  • Point72 Asset Management first reported a position in AssetMark Financial Holdings, Inc. in Q3 2020 and held it in 3 quarters.
  • Point72 Asset Management's AssetMark Financial Holdings, Inc. position peaked at $335K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on Point72 Asset Management's 13F filing for Q1 2024, filed 15 May 2024.