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
Mark Kamp@Voloridge Investment Management, Llc
Recent Activity
Exited
0%
$11.927M
345,208 shares@ 34.55 avg price
Tiffany Michel@Renaissance Technologies Llc
Recent Activity
Exited
0%
$10.438M
302,100 shares@ 34.55 avg price
Ameen Soetan@Goldman Sachs Group Inc
Recent Activity
Exited
0%
$9.469M
274,058 shares@ 34.56 avg price
Henry Parkin@Aqr Arbitrage Llc
Recent Activity
Exited
0%
$9.018B
261,019 shares@ 34550.0 avg price
Matthew C. Daniel@Seneca House Advisors
Recent Activity
Exited
0%
$8.529M
246,860 shares@ 34.55 avg price
Angelo Manioudakis@Northern Trust Corp
Recent Activity
Exited
0%
$6.764M
195,788 shares@ 34.56 avg price
Gabriel PIRLICI@Hsbc Holdings Plc
Recent Activity
Exited
0%
$6.712M
194,611 shares@ 34.49 avg price
Cisco J. del Valle@Prelude Capital Management, Llc
Recent Activity
Exited
0%
$6.233M
180,394 shares@ 34.56 avg price
Omar Aguilar@Charles Schwab Investment Management Inc
Recent Activity
Exited
0%
$6.209M
179,715 shares@ 34.55 avg price
Henning Bruder@Capula Management Ltd
Recent Activity
Exited
0%
$6.046M
175,000 shares@ 34.55 avg price