Prelude Capital Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Prelude Capital 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	-180,394	Closed	-$6.23M	–	1596
2024 Q2	$6.23M	Buy	+180,394	New	+$6.21M	0.43%	42
2022 Q1	–	Sell	-25,644	Closed	-$672K	–	2335
2021 Q4	$672K	Buy	+25,644	New	+$663K	0.02%	841

Other funds holding AMK

BTI

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

Prelude Capital Management's AMK Position: Q3 2024 in Review

Prelude Capital Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 180,394 shares — an estimated $6.23M sold.

Prelude Capital Management first reported a position in AMK in Q4 2021 and held it in 2 quarters. The position peaked at $6.23M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Prelude Capital Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Prelude Capital Management sold 180,394 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $6.23M.
Prelude Capital Management first reported a position in AssetMark Financial Holdings, Inc. in Q4 2021 and held it in 2 quarters.
Prelude Capital Management's AssetMark Financial Holdings, Inc. position peaked at $6.23M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.