AMK
SEI Investments’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,657
| Closed | -$334K | – | 2804 |
|
|
2024
Q2 | $334K | Sell |
9,657
-36,037
| -79% | -$1.25M | ﹤0.01% | 2301 |
|
|
2024
Q1 | $1.62M | Sell |
45,694
-9,882
| -18% | -$350K | ﹤0.01% | 1709 |
|
|
2023
Q4 | $1.66M | Sell |
55,576
-4,278
| -7% | -$128K | ﹤0.01% | 1683 |
|
|
2023
Q3 | $1.5M | Buy |
59,854
+14,148
| +31% | +$355K | ﹤0.01% | 1723 |
|
|
2023
Q2 | $1.36M | Buy |
45,706
+2,635
| +6% | +$78.2K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $1.35M | Buy |
+43,071
| New | +$1.35M | ﹤0.01% | 1769 |
|
|
2022
Q4 | – | Sell |
-39,722
| Closed | -$727K | – | 2708 |
|
|
2022
Q3 | $727K | Hold |
39,722
| – | – | ﹤0.01% | 1932 |
|
|
2022
Q2 | $746K | Buy |
+39,722
| New | +$746K | ﹤0.01% | 1944 |
|