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

VOYA 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	-7,296	Closed	-$252K	–	2859
2024 Q2	$252K	Sell	7,296 -241	-3%	-$8.3K	﹤0.01%	2348
2024 Q1	$267K	Sell	7,537 -1,803	-19%	-$58.9K	﹤0.01%	2313
2023 Q4	$280K	Hold	9,340	–	–	﹤0.01%	2392
2023 Q3	$234K	Sell	9,340 -139	-1%	-$3.96K	﹤0.01%	2451
2023 Q2	$281K	Buy	9,479 +800	+9%	+$23.5K	﹤0.01%	2397
2023 Q1	$273K	Sell	8,679 -205	-2%	-$5.75K	﹤0.01%	2378
2022 Q4	$204K	Buy	+8,884	New	+$196K	﹤0.01%	2560

Other funds holding AMK

BTI

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

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

VOYA Investment Management sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 7,296 shares — an estimated $252K sold.

VOYA Investment Management first reported a position in AMK in Q4 2022 and held it in 7 quarters. The position peaked at $281K in Q2 2023. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

VOYA Investment Management reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
VOYA Investment Management sold 7,296 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $252K.
VOYA Investment Management first reported a position in AssetMark Financial Holdings, Inc. in Q4 2022 and held it in 7 quarters.
VOYA Investment Management's AssetMark Financial Holdings, Inc. position peaked at $281K in Q2 2023.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

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