Principal Financial Group’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Principal Financial Group’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	-13,770	Closed	-$476K	–	2436
2024 Q2	$476K	Buy	13,770 +1,124	+9%	+$38.7K	﹤0.01%	1974
2024 Q1	$448K	Buy	12,646 +3,980	+46%	+$130K	﹤0.01%	2012
2023 Q4	$260K	Buy	+8,666	New	+$222K	﹤0.01%	2098

Other funds holding AMK

BTI

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

Principal Financial Group's AMK Position: Q3 2024 in Review

Principal Financial Group sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 13,770 shares — an estimated $476K sold.

Principal Financial Group first reported a position in AMK in Q4 2023 and held it in 3 quarters. The position peaked at $476K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Principal Financial Group reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Principal Financial Group sold 13,770 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $476K.
Principal Financial Group first reported a position in AssetMark Financial Holdings, Inc. in Q4 2023 and held it in 3 quarters.
Principal Financial Group's AssetMark Financial Holdings, Inc. position peaked at $476K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.