WTG
AMK

West Tower Group’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

West Tower Group’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
Q1 		– Sell
-212
Closed -$6.35K – 531
2023
Q4 		$6.35K Sell
212
-2,171
-91% -$55.7K 0.01% 405
2023
Q3 		$59.8K Buy
2,383
+308
+15% +$8.77K 0.03% 161
2023
Q2 		$61.5K Buy
+2,075
New +$60.9K 0.04% 169

Other funds holding AMK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Tower Group's AMK Position: Q1 2024 in Review

West Tower Group sold out of AssetMark Financial Holdings, Inc. (AMK) in Q1 2024, closing a stake of 212 shares — an estimated $6.35K sold.

West Tower Group first reported a position in AMK in Q2 2023 and held it in 3 quarters. The position peaked at $61.5K in Q2 2023. 144 funds tracked by Wall St. Rank hold AMK as of Q1 2024.

  • West Tower Group reported no remaining AssetMark Financial Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 212 AssetMark Financial Holdings, Inc. shares in Q1 2024, an estimated $6.35K.
  • West Tower Group first reported a position in AssetMark Financial Holdings, Inc. in Q2 2023 and held it in 3 quarters.
  • West Tower Group's AssetMark Financial Holdings, Inc. position peaked at $61.5K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.