SPIA
AMK

Steward Partners Investment Advisory’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Steward Partners Investment Advisory’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
2021
Q4 		– Sell
-34
Closed -$1K – 3348
2021
Q3 		$1K Hold
34
– – ﹤0.01% 3114
2021
Q2 		$1K Hold
34
– – ﹤0.01% 7003
2021
Q1 		$794 Buy
+34
New +$822 ﹤0.01% 3330

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Capital World Investors
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Adage Capital Partners
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Mercer Global Advisors
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
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ACL
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Steward Partners Investment Advisory's AMK Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of AssetMark Financial Holdings, Inc. (AMK) in Q4 2021, closing a stake of 34 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in AMK in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 89 funds tracked by Wall St. Rank hold AMK as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining AssetMark Financial Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 34 AssetMark Financial Holdings, Inc. shares in Q4 2021, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in AssetMark Financial Holdings, Inc. in Q1 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's AssetMark Financial Holdings, Inc. position peaked at $1K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.