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

Polar Asset Management Partners’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	-1,466,197	Closed	-$50.7M	–	875
2024 Q2	$50.7M	Buy	+1,466,197	New	+$50.5M	1.05%	19

Other funds holding AMK

BTI

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

Polar Asset Management Partners's AMK Position: Q3 2024 in Review

Polar Asset Management Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 1,466,197 shares — an estimated $50.7M sold.

Polar Asset Management Partners first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $50.7M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Polar Asset Management Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Polar Asset Management Partners sold 1,466,197 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $50.7M.
Polar Asset Management Partners first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Polar Asset Management Partners's AssetMark Financial Holdings, Inc. position peaked at $50.7M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Polar Asset Management Partners's 13F filing for Q3 2024, filed 14 Nov 2024.