AMK

Assetmark Financial Holdings, Inc.

Latest period2024 - Q3Total superinvestors1

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 1 superinvestors own shares of Assetmark Financial Holdings, Inc. (AMK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Assetmark Financial Holdings, Inc. (AMK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Assetmark Financial Holdings, Inc. (AMK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Assetmark Financial Holdings, Inc. (AMK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Ashley Grim@Vanguard Group Inc
Recent Activity
Exited
0%
$72.093M
2.087M shares@ 34.56 avg price
David Barlow@Glazer Capital, Llc
Recent Activity
Exited
0%
$60.104M
1.74M shares@ 34.56 avg price
Andrew Ma@Polar Asset Management Partners Inc.
Recent Activity
Exited
0%
$50.657M
1.466M shares@ 34.55 avg price
Selwyn Notelovitz@Dimensional Fund Advisors Lp
Recent Activity
Exited
0%
$39.232M
1.136M shares@ 34.55 avg price
Stephanie J. Brown@Fil Ltd
Recent Activity
Exited
0%
$34.55M
1M shares@ 34.55 avg price
Meredith Weeks@First Trust Capital Management L.p.
Recent Activity
Exited
0%
$29.547M
855,208 shares@ 34.56 avg price
Beata Markowicz@Jennison Associates Llc
Recent Activity
Exited
0%
$26.422M
764,750 shares@ 34.56 avg price
Alan N. Berro@Capital World Investors
Recent Activity
Exited
0%
$24.59M
711,713 shares@ 34.55 avg price
ELIZABETH SCHAEFER@State Street Corp
Recent Activity
Exited
0%
$23.386M
676,875 shares@ 34.55 avg price
Arthur I. Prostick@Cerity Partners Llc
Recent Activity
Exited
0%
$20.941M
606,119 shares@ 34.56 avg price