TFO Wealth Partners’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-2	Closed	-$71	–	797
2024 Q1	$71	Hold	2	–	–	﹤0.01%	690
2023 Q4	$60	Hold	2	–	–	﹤0.01%	859
2023 Q3	$59	Hold	2	–	–	﹤0.01%	1039
2023 Q2	$59	Hold	2	–	–	﹤0.01%	749
2023 Q1	$63	Sell	2 -8	-80%	-$224	﹤0.01%	720
2022 Q4	$1.07K	Buy	+10	New	+$220	﹤0.01%	351

Other funds holding AMK

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

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's AMK Position: Q2 2024 in Review

TFO Wealth Partners sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2024, closing a stake of 2 shares — an estimated $71 sold.

TFO Wealth Partners first reported a position in AMK in Q4 2022 and held it in 6 quarters. The position peaked at $1.07K in Q4 2022. 147 funds tracked by Wall St. Rank hold AMK as of Q2 2024.

TFO Wealth Partners reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 AssetMark Financial Holdings, Inc. shares in Q2 2024, an estimated $71.
TFO Wealth Partners first reported a position in AssetMark Financial Holdings, Inc. in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's AssetMark Financial Holdings, Inc. position peaked at $1.07K in Q4 2022.
147 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.