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

Simplex Trading’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	-300	Closed	-$10K	–	9877
2024 Q2	$10K	Buy	300 +100	+50%	+$3.44K	﹤0.01%	7468
2024 Q1	$7K	Buy	+200	New	+$6.54K	﹤0.01%	7879

Other funds holding AMK

BTI

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

Simplex Trading's AMK Position: Q3 2024 in Review

Simplex Trading sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 97 shares — an estimated $3K sold.

Simplex Trading first reported a position in AMK in Q1 2024 and held it in 2 quarters. The position peaked at $42K in Q1 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Simplex Trading reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Simplex Trading sold 97 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $3K.
Simplex Trading first reported a position in AssetMark Financial Holdings, Inc. in Q1 2024 and held it in 2 quarters.
Simplex Trading's AssetMark Financial Holdings, Inc. position peaked at $42K in Q1 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.