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
Gil Raviv@Millennium Management Llc
Recent Activity
Exited
0%
$20.491M
593,071 shares@ 34.55 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
Exited
0%
$18.284M
529,193 shares@ 34.55 avg price
Laura Doherty@Geode Capital Management, Llc
Recent Activity
Exited
0%
$17.636M
510,356 shares@ 34.56 avg price
Melissa Guerra@Alliancebernstein L.p.
Recent Activity
Exited
0%
$17.611M
509,728 shares@ 34.55 avg price
Frank Waterhouse@Nexpoint Asset Management, L.p.
Recent Activity
Exited
0%
$17.21M
498,130 shares@ 34.56 avg price
Kristin Mariani@Janus Henderson Group Plc
Recent Activity
Exited
0%
$16.573M
479,708 shares@ 34.55 avg price
Daniel R. Marcus@D. E. Shaw & Co., Inc.
Recent Activity
Exited
0%
$14.326M
414,658 shares@ 34.56 avg price
Claire Jarrett@Qube Research & Technologies Ltd
Recent Activity
Exited
0%
$13.959M
404,017 shares@ 34.56 avg price
Catrina Duong@Picton Mahoney Asset Management
Recent Activity
Exited
0%
$13.018M
376,812 shares@ 34.55 avg price
Travis Pauley@Nuveen Asset Management, Llc
Recent Activity
Exited
0%
$12.489M
361,473 shares@ 34.55 avg price