S
AMK

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

SignatureFD’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
-1,621
Closed -$56K – 3338
2024
Q2 		$56K Sell
1,621
-48
-3% -$1.65K ﹤0.01% 1460
2024
Q1 		$59.1K Sell
1,669
-20
-1% -$654 ﹤0.01% 1455
2023
Q4 		$50.6K Buy
1,689
+2
+0.1% +$51 ﹤0.01% 1453
2023
Q3 		$42.3K Hold
1,687
– – ﹤0.01% 1474
2023
Q2 		$50K Sell
1,687
-109
-6% -$3.2K ﹤0.01% 1435
2023
Q1 		$56.5K Buy
1,796
+381
+27% +$10.7K ﹤0.01% 1327
2022
Q4 		$32.5K Buy
1,415
+639
+82% +$14.1K ﹤0.01% 1570
2022
Q3 		$14K Sell
776
-600
-44% -$11.6K ﹤0.01% 1930
2022
Q2 		$26K Buy
1,376
+442
+47% +$8.84K ﹤0.01% 1655
2022
Q1 		$21K Buy
934
+714
+325% +$16.8K ﹤0.01% 1820
2021
Q4 		$6K Buy
220
+203
+1,194% +$5.25K ﹤0.01% 2365
2021
Q3 		$0 Buy
+17
New +$439 ﹤0.01% 3246

Other funds holding AMK

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

SignatureFD's AMK Position: Q3 2024 in Review

SignatureFD sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 1,621 shares — an estimated $56K sold.

SignatureFD first reported a position in AMK in Q3 2021 and held it in 12 quarters. The position peaked at $59.1K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

  • SignatureFD reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • SignatureFD sold 1,621 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $56K.
  • SignatureFD first reported a position in AssetMark Financial Holdings, Inc. in Q3 2021 and held it in 12 quarters.
  • SignatureFD's AssetMark Financial Holdings, Inc. position peaked at $59.1K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.