SJS Investment Consulting’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

SJS Investment Consulting’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	-15	Closed	-$519	–	1726
2024 Q2	$519	Hold	15	–	–	﹤0.01%	1283
2024 Q1	$532	Hold	15	–	–	﹤0.01%	1265
2023 Q4	$450	Buy	15 +1	+7%	+$26	﹤0.01%	1281
2023 Q3	$352	Sell	14 -2	-13%	-$57	﹤0.01%	1323
2023 Q2	$475	Sell	16 -3	-16%	-$88	﹤0.01%	1179
2023 Q1	$598	Buy	19 +5	+36%	+$140	﹤0.01%	1092
2022 Q4	$322	Buy	14 +6	+75%	+$132	﹤0.01%	1333
2022 Q3	$0	Buy	+8	New	+$155	﹤0.01%	1647
2022 Q1	$0	Buy	+2	New	+$47	﹤0.01%	1445

Other funds holding AMK

BTI

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

SJS Investment Consulting's AMK Position: Q3 2024 in Review

SJS Investment Consulting sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 15 shares — an estimated $519 sold.

SJS Investment Consulting first reported a position in AMK in Q1 2022 and held it in 9 quarters. The position peaked at $598 in Q1 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

SJS Investment Consulting reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
SJS Investment Consulting sold 15 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $519.
SJS Investment Consulting first reported a position in AssetMark Financial Holdings, Inc. in Q1 2022 and held it in 9 quarters.
SJS Investment Consulting's AssetMark Financial Holdings, Inc. position peaked at $598 in Q1 2023.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on SJS Investment Consulting's 13F filing for Q3 2024, filed 16 Oct 2024.