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
Stephanie J. Brown@Fmr Llc
Recent Activity
Exited
0%
$4.947M
143,170 shares@ 34.56 avg price
William Kang@Marshall Wace, Llp
Recent Activity
Exited
0%
$4.876M
141,119 shares@ 34.56 avg price
Andrew Josef@Mcmorgan & Co Llc
Recent Activity
Exited
0%
$4.799M
138,908 shares@ 34.55 avg price
Kelly Dehler@First Trust Advisors Lp
Recent Activity
Exited
0%
$4.626M
133,887 shares@ 34.55 avg price
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Exited
0%
$4.36M
126,203 shares@ 34.55 avg price
Richard Reyes@Azora Capital Lp
Recent Activity
Exited
0%
$3.776M
109,291 shares@ 34.55 avg price
Aryn Sands@Phocas Financial Corp.
Recent Activity
Exited
0%
$3.578M
103,553 shares@ 34.56 avg price
Ryan DeVore@Blair William & Co Il
Recent Activity
Exited
0%
$3.5M
101,293 shares@ 34.55 avg price
David Goldman@Gabelli Funds Llc
Recent Activity
Exited
0%
$3.066M
88,742 shares@ 34.55 avg price
Anthony Zaragoza@Sg Americas Securities, Llc
Recent Activity
Exited
0%
$2.903M
84,035 shares@ 34.55 avg price