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

WealthCollab’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	-25	Closed	-$864	–	937
2024 Q2	$864	Buy	+25	New	+$861	﹤0.01%	817

Other funds holding AMK

BTI

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

WealthCollab's AMK Position: Q3 2024 in Review

WealthCollab sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 25 shares — an estimated $864 sold.

WealthCollab first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $864 in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

WealthCollab reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
WealthCollab sold 25 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $864.
WealthCollab first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
WealthCollab's AssetMark Financial Holdings, Inc. position peaked at $864 in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on WealthCollab's 13F filing for Q3 2024, filed 14 Nov 2024.