Voloridge Investment Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Voloridge Investment Management’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 Q3	–	Sell	-345,208	Closed	-$11.9M	–	1405
2024 Q2	$11.9M	Buy	+345,208	New	+$11.9M	0.04%	525

Other funds holding AMK

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Voloridge Investment Management's AMK Position: Q3 2024 in Review

Voloridge Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 345,208 shares — an estimated $11.9M sold.

Voloridge Investment Management first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $11.9M in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Voloridge Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Voloridge Investment Management sold 345,208 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $11.9M.
Voloridge Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Voloridge Investment Management's AssetMark Financial Holdings, Inc. position peaked at $11.9M in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Voloridge Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.