Yorktown Management & Research Company’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Yorktown Management & Research Company’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	-10,150	Closed	-$351K	–	229
2024 Q2	$351K	Buy	+10,150	New	+$350K	0.38%	119

Other funds holding AMK

BTI

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

Yorktown Management & Research Company's AMK Position: Q3 2024 in Review

Yorktown Management & Research Company sold out of AssetMark Financial Holdings, Inc. (AMK) in Q3 2024, closing a stake of 10,150 shares — an estimated $351K sold.

Yorktown Management & Research Company first reported a position in AMK in Q2 2024 and held it in 1 quarter. The position peaked at $351K in Q2 2024. 1 fund tracked by Wall St. Rank holds AMK as of Q3 2024.

Yorktown Management & Research Company reported no remaining AssetMark Financial Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 10,150 AssetMark Financial Holdings, Inc. shares in Q3 2024, an estimated $351K.
Yorktown Management & Research Company first reported a position in AssetMark Financial Holdings, Inc. in Q2 2024 and held it in 1 quarter.
Yorktown Management & Research Company's AssetMark Financial Holdings, Inc. position peaked at $351K in Q2 2024.
1 fund tracked by Wall St. Rank held AssetMark Financial Holdings, Inc. as of Q3 2024.

Based on Yorktown Management & Research Company's 13F filing for Q3 2024, filed 25 Oct 2024.