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

Winton 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
2021 Q3	–	Sell	-8,138	Closed	-$204K	–	1506
2021 Q2	$204K	Buy	+8,138	New	+$198K	0.01%	1339
2020 Q4	–	Sell	-17,444	Closed	-$379K	–	1552
2020 Q3	$379K	Buy	17,444 +4,397	+34%	+$111K	0.01%	1183
2020 Q2	$356K	Buy	+13,047	New	+$320K	0.01%	1249

Other funds holding AMK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winton Group's AMK Position: Q3 2021 in Review

Winton Group sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2021, closing a stake of 8,138 shares — an estimated $204K sold.

Winton Group first reported a position in AMK in Q2 2020 and held it in 3 quarters. The position peaked at $379K in Q3 2020. 79 funds tracked by Wall St. Rank hold AMK as of Q3 2021.

Winton Group reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Winton Group sold 8,138 AssetMark Financial Holdings, Inc. shares in Q3 2021, an estimated $204K.
Winton Group first reported a position in AssetMark Financial Holdings, Inc. in Q2 2020 and held it in 3 quarters.
Winton Group's AssetMark Financial Holdings, Inc. position peaked at $379K in Q3 2020.
79 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.