VFA
AMK

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

Valeo Financial 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
2020
Q3 		– Sell
-15
Closed – – 2208
2020
Q2 		$0 Hold
15
– – ﹤0.01% 2190
2020
Q1 		$0 Hold
15
– – ﹤0.01% 1952
2019
Q4 		$0 Buy
+15
New +$393 ﹤0.01% 1747

Other funds holding AMK

Capital World Investors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's AMK Position: Q3 2020 in Review

Valeo Financial Advisors sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2020, closing a stake of 15 shares.

Valeo Financial Advisors first reported a position in AMK in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 60 funds tracked by Wall St. Rank hold AMK as of Q3 2020.

  • Valeo Financial Advisors reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 AssetMark Financial Holdings, Inc. shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in AssetMark Financial Holdings, Inc. in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's AssetMark Financial Holdings, Inc. position peaked at $0 in Q2 2020.
  • 60 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.