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

Sagefield Capital’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	-70,100	Closed	-$2.42M	–	113
2024 Q2	$2.42M	Buy	+70,100	New	+$2.41M	0.26%	60

Other funds holding AMK

BTI

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

Sagefield Capital's AMK Position: Q3 2024 in Review

Sagefield Capital sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 70,100 shares — an estimated $2.42M sold.

Sagefield Capital first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $2.42M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Sagefield Capital reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Sagefield Capital sold 70,100 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $2.42M.
Sagefield Capital first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Sagefield Capital's AssetMark Financial Holdings, Inc. position peaked at $2.42M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

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