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AMK

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

Steven Cohen’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
Q1 		– Sell
-9,000
Closed -$270K – 2721
2023
Q4 		$270K Buy
9,000
+5,376
+148% +$138K ﹤0.01% 1724
2023
Q3 		$90.9K Buy
+3,624
New +$103K ﹤0.01% 1991
2020
Q4 		– Sell
-15,400
Closed -$335K – 1190
2020
Q3 		$335K Buy
+15,400
New +$388K ﹤0.01% 848

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steven Cohen's AMK Position: Q1 2024 in Review

Steven Cohen sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 9,000 shares — an estimated $270K sold.

Steven Cohen first reported a position in AMK in Q3 2020 and held it in 3 quarters. The position peaked at $335K in Q3 2020. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

  • Steven Cohen reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Steven Cohen sold 9,000 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $270K.
  • Steven Cohen first reported a position in AssetMark Financial Holdings, Inc. in Q3 2020 and held it in 3 quarters.
  • Steven Cohen's AssetMark Financial Holdings, Inc. position peaked at $335K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on Point72 Asset Management's 13F filing for Q1 2024, filed 15 May 2024.