TCI Wealth Advisors’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-300	Closed	-$9.44K	–	2389
2023 Q1	$9.44K	Hold	300	–	–	﹤0.01%	1126
2022 Q4	$6.9K	Buy	300 +1	+0.3%	+$22	﹤0.01%	1320
2022 Q3	$5K	Buy	299 +3	+1%	+$58	﹤0.01%	1540
2022 Q2	$6K	Buy	296 +66	+29%	+$1.32K	﹤0.01%	1425
2022 Q1	$5K	Buy	+230	New	+$5.42K	﹤0.01%	1627

Other funds holding AMK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

TCI Wealth Advisors's AMK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2023, closing a stake of 300 shares — an estimated $9.44K sold.

TCI Wealth Advisors first reported a position in AMK in Q1 2022 and held it in 5 quarters. The position peaked at $9.44K in Q1 2023. 118 funds tracked by Wall St. Rank hold AMK as of Q2 2023.

TCI Wealth Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 300 AssetMark Financial Holdings, Inc. shares in Q2 2023, an estimated $9.44K.
TCI Wealth Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q1 2022 and held it in 5 quarters.
TCI Wealth Advisors's AssetMark Financial Holdings, Inc. position peaked at $9.44K in Q1 2023.
118 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.