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

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+64	New	+$1.24K	﹤0.01%	2529

Other funds holding AMK

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ACL

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

Wipfli Financial Advisors's AMK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AssetMark Financial Holdings, Inc. (AMK) in Q3 2022: 64 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2529 among its holdings.

92 funds tracked by Wall St. Rank hold AMK as of Q3 2022.

Wipfli Financial Advisors held 64 shares of AssetMark Financial Holdings, Inc. worth $1K as of Q3 2022.
AssetMark Financial Holdings, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
AssetMark Financial Holdings, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2529 holding.
92 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.