Wolverine Trading
AMK

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

Wolverine Trading’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
2023
Q2 		– Sell
-49,414
Closed -$1.52M – 5141
2023
Q1 		$1.52M Sell
49,414
-12,928
-21% -$362K ﹤0.01% 1572
2022
Q4 		$1.43M Buy
+62,342
New +$1.37M ﹤0.01% 1599

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wolverine Trading's AMK Position: Q2 2023 in Review

Wolverine Trading sold out of AssetMark Financial Holdings, Inc. (AMK) in Q2 2023, closing a stake of 49,414 shares — an estimated $1.52M sold.

Wolverine Trading first reported a position in AMK in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q1 2023. 118 funds tracked by Wall St. Rank hold AMK as of Q2 2023.

  • Wolverine Trading reported no remaining AssetMark Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Wolverine Trading sold 49,414 AssetMark Financial Holdings, Inc. shares in Q2 2023, an estimated $1.52M.
  • Wolverine Trading first reported a position in AssetMark Financial Holdings, Inc. in Q4 2022 and held it in 2 quarters.
  • Wolverine Trading's AssetMark Financial Holdings, Inc. position peaked at $1.52M in Q1 2023.
  • 118 funds tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q2 2023.

Based on Wolverine Trading's 13F filing for Q2 2023, filed 23 Aug 2023.