RIL
AMK

Rothschild Investment LLC’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Rothschild Investment LLC’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
-10
Closed -$346 – 3003
2024
Q2 		$346 Buy
10
+5
+100% +$172 ﹤0.01% 2223
2024
Q1 		$177 Buy
+5
New +$163 ﹤0.01% 1808

Other funds holding AMK

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

Rothschild Investment LLC's AMK Position: Q3 2024 in Review

Rothschild Investment LLC sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 10 shares — an estimated $346 sold.

Rothschild Investment LLC first reported a position in AMK in Q1 2024 and held it in 2 quarters. The position peaked at $346 in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • Rothschild Investment LLC reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 10 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $346.
  • Rothschild Investment LLC first reported a position in AssetMark Financial Holdings, Inc. in Q1 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's AssetMark Financial Holdings, Inc. position peaked at $346 in Q2 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.